Wela Financial Advisory
Wela Financial Advisory is an SEC-registered wealth manager in San Antonio, TX with $657.1M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Wela Financial Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126266, SEC 801-72638, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $657.1M (2026-05-11)
- Firm type
- Wealth Manager
- Location
- San Antonio, TX
- Employees
- 9
- Clients
- 446
- CRD
- 126266
- Ownership
- STORVIK, ANDERS, OLSEN; MCKINLEY, PRISCILLA, ANN; Pabilona, Esmond, M; FORREST, BRENT, LAWHON
How much AUM does Wela Financial Advisory have?
Wela Financial Advisory reported $657.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Wela Financial Advisory?
Disclosed owners and executives of Wela Financial Advisory include STORVIK, ANDERS, OLSEN, MCKINLEY, PRISCILLA, ANN, Pabilona, Esmond, M, FORREST, BRENT, LAWHON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.