Overview
Assets Under Management: $506 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 2
Average Client Assets: $142 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.97
Average High-Net-Worth Client Assets: $142 million
Total Client Accounts: 1,454
Discretionary Accounts: 1,454
Regulatory Filings
CRD Number: 126266
Filing ID: 1940418
Last Filing Date: 2025-03-03 09:16:00
Website: https://welafa.com