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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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