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Wesley Owen Bales Investment Advisory Service
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE is an SEC-registered investment adviser. The firm manages $32 million in assets, $24 million on a discretionary...
Wesley Owen Bales Investment Advisory Service
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE is an SEC-registered investment adviser. The firm manages $32 million in assets, $24 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
—
Corporate office
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Frequently asked questions
Is Wesley Owen Bales Investment Advisory Service a family office or an RIA?
The firm is registered as an SEC investment adviser (RIA), not as a family office. As an RIA, it may serve multiple clients, though its client composition is not publicly known.
Who is the founder of Wesley Owen Bales Investment Advisory Service?
The firm's name suggests Wesley Owen Bales is the founder and principal. No biographical details or professional history for Bales are available in public records or media.
What assets under management (AUM) does the firm report?
The firm does not publicly disclose its AUM. SEC registration does not require public AUM disclosure for all types of filers, so the figure remains unknown.
What investment strategy does the firm follow?
No information on the firm's investment strategy, asset allocation, or sector focus has been made public. It likely provides personalized portfolio management tailored to clients.
Where is the firm headquartered?
The firm's headquarters location is not confirmed. No city, state, or country is listed in accessible sources.
Does the firm have a website or LinkedIn page?
No website or LinkedIn profile has been identified for the firm. This lack of digital footprint contributes to its opaque public profile.
How can I verify the firm's regulatory status?
The firm's SEC registration can be verified via the Investment Adviser Public Disclosure (IAPD) website, using the name 'WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE'. Registration does not imply endorsement or performance evaluation.
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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