Assets Under Management
$525.9M
Number of Clients
489
Number of Advisors
4
Average Client AUM
$1.1M
AUM per Advisor
$131.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wela Financial Advisory offers investment management and financial planning services. They work with clients to build, manage, and preserve wealth. Services include investment analysis, asset allocation, and ongoing portfolio monitoring. They also offer one-time financial planning and financial planning memberships.
366 W Sunset Rd, Building 4, San Antonio, TX, 78209