Overview
Assets Under Management: $526 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 150
Average Client Assets: $3 million
Frequently Asked Questions
WELA FINANCIAL ADVISORY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126266), WELA FINANCIAL ADVISORY is subject to fiduciary duty under federal law.
WELA FINANCIAL ADVISORY is headquartered in SAN ANTONIO, TX.
WELA FINANCIAL ADVISORY serves 150 high-net-worth clients according to their SEC filing dated November 14, 2025. View client details ↓
According to their SEC Form ADV, WELA FINANCIAL ADVISORY offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WELA FINANCIAL ADVISORY manages $526 million in client assets according to their SEC filing dated November 14, 2025.
According to their SEC Form ADV, WELA FINANCIAL ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,408
Discretionary Accounts: 1,408
Regulatory Filings
CRD Number: 126266
Filing ID: 2025485
Last Filing Date: 2025-11-14 08:37:51
Website: 0