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Karl Gert Wellner

Papamarkou Wellner Perkin Advisors

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About Karl Gert Wellner

Karl Wellner is a registered Investment Advisor Representative associated with Papamarkou Wellner Perkin Advisors. Karl is currently registered with the states of New York and Texas. Karl is affiliated with Papamarkou Wellner Asset Management Incorporated and Papamarkou Wellner & Co., INC. Karl has been in the financial services industry since March 2003. Karl's firm, Papamarkou Wellner Perkin Advisors, provides advisory services such as portfolio management for individuals and pooled investment vehicles, selection of other advisors, and publishes periodicals.

Firm Information

Karl Wellner is currently registered with Papamarkou Wellner Perkin Advisors. Papamarkou Wellner Perkin Advisors is a New York-based investment advisor with a focus on portfolio management for individuals, pooled investment vehicles, and charitable organizations. The firm provides advice on asset allocation and publishes periodicals. They manage over $332 million in assets for approximately 112 clients.
Papamarkou Wellner Perkin Advisors

430 PARK AVENUE

NEW YORK, NY 10022

$332.45M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on asset allocation

Advice on asset allocation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Karl Wellner’s Registration & Firm History

NY

05/25/2005 - Present

Papamarkou Wellner Perkin Advisors (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karl Gert Wellner.
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