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WELA STRATEGIES, INC.

ATLANTA, GA · CRD 147762 · IAPD ↗ · welastrategies.com · 678-608-0420

$255.5MRegulatory AUM
11Advisory reps
22Employees
0Clients
n/aPlanning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — WELA STRATEGIES, INC. (ATLANTA, GA) left the SEC roster (was $255.5M RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
March 2025 — WELA STRATEGIES, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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