SAN ANTONIO, TXCRD 126266Latest ADV February 25, 2026
Wela Financial Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated February 25, 2026, reports $657M in regulatory assets under management, 8 employees, and 1,548 accounts.
Assets Under Management
$657M
Employees
8
Offices
--
Total Clients
446
Primary office
SAN ANTONIO, TX
366 W SUNSET RD, BUILDING 4, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.3% of total clients.
Top client categories% of clientsClients
1
Individuals
86.3%
385
2
HNWI
11.7%
52
3
Pension Plans
0.9%
4
4
SMAS
0.7%
3
5
Charitable
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$657Mas of February 25, 2026
Discretionary100.0%
$657M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$657M
Total Accounts1,548
10Y AUM Change+$426M (+184.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee56:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.