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WELA FINANCIAL ADVISORY

SAN ANTONIO, TX · CRD 126266 · IAPD ↗ · welafa.com · 210-530-9599

$657.1MRegulatory AUM
3Advisory reps
9Employees
3Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — WELA FINANCIAL ADVISORY notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — WELA FINANCIAL ADVISORY crossed $500M in regulatory AUM ($458.7M -> $505.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.