Overview
Assets Under Management: $256 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Frequently Asked Questions
WELA STRATEGIES, INC. 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 #147762), WELA STRATEGIES, INC. is subject to fiduciary duty under federal law.
WELA STRATEGIES, INC. is headquartered in ATLANTA, GA.
WELA STRATEGIES, INC. serves 42 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, WELA STRATEGIES, INC. offers portfolio management for individuals and pension consulting services. View all service details ↓
WELA STRATEGIES, INC. manages $256 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, WELA STRATEGIES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.21
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,816
Discretionary Accounts: 1,816
Regulatory Filings
CRD Number: 147762
Filing ID: 1932945
Last Filing Date: 2025-03-05 12:25:00
Website: https://yourwealth.com