linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Ann Wellborn

Bryn Mawr Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Ann Wellborn

Kelly Ann Wellborn is an Investment Advisor Representative at Bryn Mawr Capital Management, LLC. Kelly Ann has been in the industry since September 1985. Kelly Ann is registered as an Investment Advisor Representative in Delaware. Kelly Ann is also a Certified Financial Planner. Kelly Ann Wellborn specializes in portfolio management for individuals, pension consulting, selection of other advisors, and financial planning. Bryn Mawr Capital Management, LLC is a Registered Investment Advisor firm with offices in Philadelphia and Wilmington. Bryn Mawr Capital Management, LLC specializes in portfolio management for individuals, pension consulting, selection of other advisors, and financial planning.

Firm Information

Kelly Wellborn is currently registered with Bryn Mawr Capital Management, LLC. Bryn Mawr Capital Management, LLC is an investment advisor registered with the SEC. The firm, based in Philadelphia, PA, offers a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $3 billion in assets for high-net-worth individuals, charitable organizations, pensions and profit-sharing plans, corporations, and other investment advisors.
Bryn Mawr Capital Management, LLC

1818 MARKET STREET

PHILADELPHIA, PA 19103

$3.04B

Assets Under Management

322

Total Clients

43

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services

Sub-advisory services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Wellborn’s Registration & Firm History

DE

01/31/2023 - Present

Bryn Mawr Capital Management, LLC (Wilmington DE)

Not sure if Kelly Ann Wellborn is right for you?

Licenses & Designations

IA

Issued 05/21/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Ann Wellborn.
Not sure if Kelly Ann Wellborn is right for you?