SEC Form ADV

WELA FINANCIAL ADVISORY

Registered Investment AdviserTX
$657.1M
Assets Under Management
1,548
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-126266
Location
SAN ANTONIO, TX
Filing Date
May 11, 2026
AUM
$657.1M
Total Clients
1,548
Amendment
No

About this Adviser

WELA FINANCIAL ADVISORY is a registered investment adviser headquartered in SAN ANTONIO, TX, managing approximately $657.1M in assets across 1,548 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.