Welcome Home Wealth Advisors LLC

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Client assets under management

$50,683,350

Clients

259

10% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

130

Very High

Average account size

$195,689

About

Welcome Home Wealth Advisors LLC provides discretionary asset management, third‑party manager referrals, and ERISA 3(21) retirement‑plan advisory services to individuals, high‑net‑worth individuals and business entities. The firm reports approximately $50.7 million in discretionary assets under management and works with roughly 259 client relationships as of April 2026.

The firm generally manages portfolios on a discretionary basis, employing in‑house models, sub‑advisors, and recommended third‑party managers; WHWA maintains referral agreements with external managers and monitors their performance and disclosures on an ongoing basis. WHWA’s investment process draws on fundamental and technical analysis (and references Modern Portfolio Theory) and, when appropriate, may recommend tax‑deferral planning such as Deferred Sales Trusts.

Noteworthy aspects of the practice include a material affiliation with insurance businesses: the firm’s owners operate related insurance entities and affiliated persons sell insurance products for separate compensation, a conflict disclosed and addressed in the brochure. WHWA also receives referral fees and participates in incentive arrangements with certain third‑party managers and uses sub‑advisor relationships to run client portfolios, practices that create additional compensation relationships and are managed through disclosure and internal controls.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

All Assets+: up to 1.5% annually (negotiable)

Main office location

Welcome Home Wealth Advisors LLC

222 North Arch Road

North Chesterfield VA 23236, United States

Number of offices

Most active in

Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (804) 897-4844

Advisors at this firm

Timothy S

Series 65

North Chesterfield, VA

Welcome Home Wealth Advisors LLC

Timothy Short is a financial advisor at Welcome Home Wealth Advisors LLC with four years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC and Wealth Preservers, Inc. He is also active as an insurance agent, dedicating time to the sale of various insurance products. Welcome Home Wealth Advisors LLC provides discretionary investment management and serves as a 3(21) ERISA plan advisor, referring clients to third-party managers. The firm uses fundamental and technical analysis alongside Modern Portfolio Theory and typically exercises discretionary trading authority while engaging sub-advisors to implement strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Ralph S

Series 63, Series 65

North Chesterfield, VA

Welcome Home Wealth Advisors LLC

Ralph Short Jr. is a financial advisor with Welcome Home Wealth Advisors LLC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior roles include positions at Foundations Investment Advisors and AXA Advisors, as well as ownership of Wealth Preservers, an insurance agency offering life, health, and employee benefits since 1990. He is also involved in retirement planning, risk management, and legacy planning through his other business activities. Welcome Home Wealth Advisors LLC provides discretionary investment management and serves as a 3(21) ERISA plan advisor, primarily working with sub-advisors and third-party managers. The firm uses fundamental and technical analysis along with Modern Portfolio Theory and maintains a close affiliation with insurance businesses.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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