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Wela Financial Advisory
Wela Financial Advisory is an SEC-registered investment adviser in San Antonio, TX, registered since 2011. The firm manages approximately $657 million in...
Wela Financial Advisory
Wela Financial Advisory is an SEC-registered investment adviser in San Antonio, TX, registered since 2011. The firm manages approximately $657 million in regulatory assets. It has 9 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
San Antonio, TX, United States
Frequently asked questions
What is Wela Financial Advisory?
Wela Financial Advisory is a bank / wealth / trust headquartered in San Antonio, United States.
When was Wela Financial Advisory founded?
Wela Financial Advisory was founded in 2011.
Where is Wela Financial Advisory headquartered?
Wela Financial Advisory is headquartered in San Antonio, United States, in the North America region.
What is Wela Financial Advisory's assets under management?
Wela Financial Advisory reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Wela Financial Advisory?
Altss maintains an OSINT-verified profile of Wela Financial Advisory covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Wela Financial Advisory's website?
Wela Financial Advisory's public website is www.welafa.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Wela Financial Advisory?
Wela Financial Advisory is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Wela Financial Advisory?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Wela Financial Advisory's Altss profile last updated?
Wela Financial Advisory's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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