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Charles Welling

Chief Executive Officer at Mercer Global Advisors

Officer recordForm ADV filed 17 September 2026

Charles Welling is Chief Executive Officer of Mercer Global Advisors Inc., a Denver investment adviser.

Career

Charles Welling has been Chief Executive Officer of Mercer Global Advisors since June 2017. Charles Welling is a control person of the firm and directly owns under 5% of it.

Mercer Global Advisors Inc. is a Denver, CO firm with $84.4B under management, 36,172 clients and 632 advisers across 269 offices, as of its September 2026 filing.

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Charles Welling is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Charles Welling
CRD
2961999
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Charles Welling work?

Charles Welling has been Chief Executive Officer of Mercer Global Advisors Inc. since June 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 September 2026

Leadership at Mercer Global Advisors

Sources

  1. IAPD individual lookup, CRD 2961999. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Mercer Global Advisors Inc., filed 17 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

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