Wela Financial Advisory

RIASEC RegisteredEst. 2011

Total AUM

$657M

Discretionary

$657M

100% of AUM

Avg account

$424K

Accounts

1,548

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 126266
Registered since: August 3, 2011
Website: www.welafa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.32%
Individuals18.59%
Pension & Profit Sharing Plans0.38%
Charitable Organizations0.38%
Other0.32%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wela Financial Advisory is an independent registered investment adviser formed in 2011 and organized as an LLC with individual ownership. The firm serves both individuals/families and institutional clients, and its advisory practice combines financial planning, discretionary portfolio management for individuals and small businesses, periodic publications, and educational workshops. Compensation structures include asset-based fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and does not operate as a capital allocator. Investor.com named Wela Financial Advisory to a 2020 list of "Top RIA Firms to Watch," reflecting external recognition of its market presence.