SEC Form ADV

WELA FINANCIAL ADVISORY

Registered Investment AdviserTX
$657.1M
Assets Under Management
3
Total Clients
9
Employees
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Registration Details

Accession
crd-126266
Location
SAN ANTONIO, TX
Filing Date
July 24, 2026
AUM
$657.1M
Total Clients
3
Institutional Clients
6
Employees
9
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsOther

About this Adviser

WELA FINANCIAL ADVISORY is a registered investment adviser headquartered in SAN ANTONIO, TX, managing approximately $657.1M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.