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...