Inactive

Kayla Michelle Welte

District Capital Management, LLC

CRD 7339640

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Employer firm

District Capital Management, LLC CRD 167317

$29.6M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

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

Current Employers

District Capital Management, Llc

Arlington, VA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-02-02
DC	RA	APPROVED	2022-11-08
MD	RA	APPROVED	2022-06-29
VA	RA	APPROVED	2022-06-29
CO	RA	APPROVED	2021-06-14

TX RA
APPROVED_RES

Since 2023-02-02
DC RA
APPROVED

Since 2022-11-08
MD RA
APPROVED

Since 2022-06-29
VA RA
APPROVED

Since 2022-06-29
CO RA
APPROVED

Since 2021-06-14

Branch Locations

Arlington, VA • United States

Erie, CO • 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
Colorado State University	Fort Collins	CO	08/2017	08/2022
Commander Navy Installations	Okinawa		08/2017	08/2018
Zeiders Enterprises	Woodbridge	VA	08/2013	08/2017
District Capital Management, Llc	Fort Collins	CO	03/2021	Present

08/2017 → 08/2022

Colorado State University

Fort Collins, CO
08/2017 → 08/2018

Commander Navy Installations

Okinawa
08/2013 → 08/2017

Zeiders Enterprises

Woodbridge, VA
03/2021 → Present

District Capital Management, Llc

Fort Collins, CO

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Kayla Michelle Welte
Kayla Michelle Andrews

View on SEC IAPD

More in Arlington, VA

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