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Home > Retirement Planners > georgia > atlanta > WELA STRATEGIES, INC.
WELA STRATEGIES, INC.
10 Glenlake Parkway
North Tower, Suite 1010
Atlanta, Georgia 30328
Tel: 678-608-0420
About WELA STRATEGIES, INC.
WELA STRATEGIES, INC, formally registered with the SEC as WELA STRATEGIES, INC. The firm was established in 07/21/2008. They have over 1 offices throughout the country.
WELA STRATEGIES, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $255,529,286 assets under management, offering retirement planning & investment advisory services to 1816 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147762 |
| SEC# | 801-69434 |
| Assets Managed by Firm | $255,529,286 |
| No. of Clients | 1816 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (MODEL PORTFOLIO PROVIDER)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1816 | $255,529,286 |
| Individuals (other than high net worth individuals) | 716 | $178,433,382 |
| High net worth individuals | 42 | $72,087,054 |
| Pension and profit sharing plans | 17 | $5,008,850 |
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