Inactive

Karl Gert Wellner

Papamarkou Wellner Perkin Advisors

CRD 4640763

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Employer firm

Papamarkou Wellner Perkin Advisors CRD 131796

$358M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (pooled vehicles)
Selection of other advisers
Periodicals / newsletters
ADVICE ON ASSET ALLOCATION

From the firm’s Form ADV. Read the guides:

Current Employers

Papamarkou Wellner Perkin Advisors

430 Park Avenue 17Th Floor, New York, NY 10022 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-30
TX	RA	APPROVED_RES	2005-05-25

NY RA
APPROVED

Since 2021-08-30
TX RA
APPROVED_RES

Since 2005-05-25

Branch Locations

430 Park Avenue 17Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Papamarkou Wellner Asset Management Inc.	New York	NY	03/2003	Present
Papamarkou Wellner Asset Management Inc.	New York	NY	02/2008	Present
Papamarkou Wellner & Co., Inc.	New York	NY	03/2014	Present

03/2003 → Present

Papamarkou Wellner Asset Management Inc.

New York, NY
02/2008 → Present

Papamarkou Wellner Asset Management Inc.

New York, NY
03/2014 → Present

Papamarkou Wellner & Co., Inc.

New York, NY

View on SEC IAPD

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