1
Growth Score
pts
Heat Score
-90 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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3912446
Weller Capital, LLC provides independent wealth management, financial planning, investment management, retirement, and legacy services.
About the Company
Weller Capital, LLC is an independent wealth management firm that provides customized financial planning and investment management services. The firm serves pre-retirees, retirees, and clients experiencing major life events such as loss of a spouse or divorce. Services include retirement income planning, tax-focused portfolio design, legacy and
estate planning coordination, charitable giving strategies, annuity evaluation and implementation, and college funding strategies. Weller Capital emphasizes diversified, tax-aware portfolios using ETFs, index funds, and alternative investments, and offers clients access to digital planning tools and multiple meeting formats.
