# Wela Financial Advisory

Wela Financial Advisory is a Bank / Wealth / Trust based in San Antonio, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** www.welafa.com
- **LinkedIn:** https://www.linkedin.com/company/wela-financial-advisory

## Regulatory record

- **CRD number:** 126266
- **SEC file number:** 801-72638
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126266

## About

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.

## Related profiles

- [Weizmann Global Endowment Management Trust](https://altss.com/profile/weizmann-global-endowment-management-trust)
- [Wela Strategies](https://altss.com/profile/wela-strategies)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wela-financial-advisory

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