Wela Financial Advisory

Wela Financial Advisory (CRD# 126266) is a financial advisory firm headquartered in San Antonio, TX. They manage $505,807,555 in 1,454 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
366 W Sunset Rd, Building 4, San Antonio, TX 78209
https://welafa.com/
By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    1,454
    ACCOUNTS
  • Average Account Value
    $347,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Wela Financial Advisory
Showing 1 - 5 of 5 top financial advisors.
1
Priscilla McKinley, financial advisor San Antonio TX
Priscilla A. McKinley
CRD#: 1924315
366 W Sunset Rd,, Building 4, San Antonio, TX 78209

Priscilla McKinley (CRD# 1924315) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio, TX and has over 35 years of experience in the finance industry.

2
Esmond Pabilona, financial advisor San Antonio; TX
Esmond M. Pabilona
CRD#: 6140457
366 W Sunset Rd, Building 4, San Antonio;, TX 78209

Esmond Pabilona (CRD# 6140457) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio;, TX and has over 9 years of experience in the finance industry.

3
Anders Storvik, financial advisor San Antonio TX
Anders O. Storvik
CRD#: 6315096
366 W Sunset Rd, Building 4, San Antonio, TX 78209

Anders Storvik (CRD# 6315096) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio, TX and has over 9 years of experience in the finance industry.

4
Brandon Gomez, financial advisor San Antonio TX
Brandon L. Gomez
CRD#: 7034801
366 W Sunset Rd, Building 4, San Antonio, TX 78209

Brandon Gomez (CRD# 7034801) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio, TX and has over 5 years of experience in the finance industry.

5
Christian Martinez, financial advisor San Antonio TX
Christian Martinez
CRD#: 7066223
366 W Sunset Rd, Building 4, San Antonio, TX 78209

Christian Martinez (CRD# 7066223) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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