Evan Welch is a CFP-designated registered investment advisor at Cwm, LLC, based in Boulder, CO, with 5 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
1909 26th Street Ste 1B, Boulder, CO, 80302
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Evan operates Varra Financial Associates, LTD as a DBA for his LPL business. He also provides investment advisory services through Varra Wealth Management LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Varra Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Alana Macy, CFPCwm, LLC
- Amy Noel, CFPCwm, LLC
- Anthony Ferrara, CFPEdelman Financial Engines
- Joshua Groetken, ChFCNorthwestern Mutual Investment Services,llc
- Tami Carroll, CFPSequoia Financial Group, L.L.C.
- John Carlson, CFAEpic Investment Management