Angella
Welcome

Dimensional Fund Advisors Lp

CRD#6458898
Investment Advisor
in Austin, TX

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About this Advisor

Angella Welcome is a financial advisor based out of Austin, Texas, who has 10 years of financial industry experience. Welcome is an employee of Dimensional Fund Advisors Lp. Throughout their career, they have worked at Dimensional Fund Advisors, University Of New Mexico, Thornburg Investment Management, Sandia National Laboratories, Rbc Wealth Management, Pro Unlimited, Inc, Le Labo Fragrances, Law Offices Of Carlos F. Negrete and Starbucks. Welcome has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Dimensional Fund Advisors Lp is a financial advisory company that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 1,037 employees. It oversees $743 billion in assets between its 524 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 524 client accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. Dimensional Fund Advisors Lp provides a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Dimensional Fund Advisors Lp likely include asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$743,326,749,818

TX Average: $3,042,739,679
Total Number of Employees

1,037

TX Average: 49
Total Number of Accounts

524

TX Average: 2,315
Average Account Size

$1,418,562,500

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Angella Welcome Work History

Angella has 10 years of experience.

2018 - Present (4 years)

Dimensional Fund Advisors

2016 - 2016 (< 1 year)

Thornburg Investment Management

2016 - 2016 (< 1 year)

Sandia National Laboratories

2015 - 2017 (2 years)

University Of New Mexico

2015 - 2015 (< 1 year)

Rbc Wealth Management

2015 - 2015 (< 1 year)

University Of New Mexico

2014 - 2014 (< 1 year)

Pro Unlimited, Inc

2013 - 2013 (< 1 year)

Starbucks

2012 - 2013 (1 year)

Le Labo Fragrances

2012 - 2012 (< 1 year)

Law Offices Of Carlos F. Negrete

Disclosures

Angella Welcome has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Melissa Spring
Austin, TX
Russell Brockett
Austin, TX
Dennis Chamberlain
Austin, TX
Stephen Kosoris
Austin, TX
Angella Welcome
Austin, TX
John Stewart
Austin, TX
Madeline Rapp
Austin, TX
David Sullivan
Austin, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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