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Welcy Capital Advisors

EST. AUM
$225,737,911

CONTACTS
5

CLIENT ACCOUNTS
21

Firm Details

Metro area Miami
CRD Number 154782
Website welcycap.com
Client types

Overview

Welcy Capital Advisors, LLC (“WCA”) is an SEC-registered investment adviser headquartered in Miami, Florida. The firm provides investment advisory services to private investment funds, separately managed accounts, financial institutions, companies, and high-net-worth individuals. WCA operates as a fiduciary and delivers discretionary and non-discretionary advisory services tailored to client objectives, risk profiles, and financial circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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