Updated November 21, 2023
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Wela Financial Advisory

Investment Advisor Firm
Total assets under management$459M
Years in business13+

About Wela Financial Advisory

At Wela Financial Advisory, a registered investment advisor (RIA) based in San Antonio, Texas, the firm prides itself on providing its clients with the Wela Way. This encompasses four key areas: Independence, Investment Philosophy, Pricing, and Communication.

As a financial advisory firm, its primary focus is on delivering exceptional financial planning and investment management services to a select number of individuals and families. Wela understands trust is paramount in this industry, so they value referrals. They aim to earn prospective clients' trust by ensuring a solid foundational fit between the company's services and the client's needs.

In 2023, the firm rebranded itself as Wela to better reflect the service they provide and the relationships they build with clients. "Wela" originates from the Old English word meaning "happiness and prosperity in abundance." This perfectly encapsulates their goal — to achieve happiness and prosperity with their clients through a partnership built on trust.

Wela's investment philosophy is grounded in experience and simplicity. They believe flashy or exciting investment management strategies are not necessarily the most effective approach. Instead, they prioritize good habits and consistent maintenance as the keys to long-term success. By focusing on these fundamental principles, Wela helps its clients navigate the complexities of investing while aiming for sustainable growth.

Transparency is crucial in client-advisor relationships, so they always emphasize clear communication. Wela strives to keep clients informed about their investments and financial plans so that they can make well-informed decisions. Whether through regular updates or personalized discussions, they are committed to being accessible and responsive whenever clients need them.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management

More about Wela Financial Advisory

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1262664

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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