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Wela Financial Advisory
San Antonio, Texas
5.0
32 Reviews
Wela Financial Advisory, based out of San Antonio, Texas, is a small investment advisory firm catering to high net worth individuals. With over 340 individual clients, Wela manages a substantial $458,688,000 in assets. Their expertise lies in discretionary management of assets, with less than 30% allocated to 401K and individual accounts, although they possess the capability to handle employer funds. The firm operates from a single office, employing a total of eight individuals, four of whom provide investment advisory services.
Wela Financial Advisory offers a diverse compensation structure, which includes various methods such a...see more
Assets Under Mgmt
$458.69M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Wela Financial Advisory
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