WELA FINANCIAL ADVISORY

366 W Sunset Rd
Building 4
San Antonio, Texas 78209
Tel: 210-530-9599

About WELA FINANCIAL ADVISORY

WELA FINANCIAL ADVISORY, formally registered with the SEC as WELA FINANCIAL ADVISORY. The firm was established in 08/03/2011. They have over 1 offices throughout the country.

WELA FINANCIAL ADVISORY is a San Antonio, Texas based Financial Planning firm with nearly $505,807,555 assets under management, offering retirement planning & investment advisory services to 1454 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126266
SEC#	801-72638
Assets Managed by Firm	$505,807,555
No. of Clients	1454
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1454	$505,807,555
Individuals (other than high net worth individuals)	363	$283,122,839
High net worth individuals	110	$222,684,712

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