Charles Welden is a control person of EverSource Wealth Advisors and directly owns under 5% of it.
EverSource Wealth Advisors is an investment adviser based in Birmingham, AL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $5.1 billion, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6868791
- Firm
- EverSource Wealth Advisors · CRD 286340
- Role
- Manager
- In role since
- October 2017 · 9 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Birmingham, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Welden work?
Charles Welden has been Manager of Eversource Wealth Advisors, LLC since October 2017, and is a control person of the firm.
How can I verify Charles Welden’s record?
Charles Welden’s role is listed on Eversource Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 286340.
