Wela Strategies, LLC

Wela Strategies, LLC (CRD# 147762) is a financial advisory firm headquartered in Atlanta, GA. They manage $78,975,000 in 914 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    914
    ACCOUNTS
  • Average Account Value
    $86,406
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, TX

Financial Advisors at Wela Strategies, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Edward F. Goepp
CRD#: 5476519
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
96
Wealthminder
score

Edward Goepp (CRD# 5476519) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 8 years of experience in the finance industry. Edward Goepp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick M. Malloy
CRD#: 4037548
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
96
Wealthminder
score

Patrick Malloy (CRD# 4037548) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 17 years of experience in the finance industry. Patrick Malloy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas O. Moore
CRD#: 4091684
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
96
Wealthminder
score

Thomas Moore (CRD# 4091684) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 16 years of experience in the finance industry. Thomas Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Wesley H. Moss
CRD#: 3099346
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
96
Wealthminder
score

Wesley Moss (CRD# 3099346) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Wesley Moss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Bryan J. Rea
CRD#: 4723067
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
96
Wealthminder
score

Bryan Rea (CRD# 4723067) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 12 years of experience in the finance industry. Bryan Rea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew R. Reiner
CRD#: 5688606
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
96
Wealthminder
score

Matthew Reiner (CRD# 5688606) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Matthew Reiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Mitchell B. Reiner
CRD#: 4813240
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
96
Wealthminder
score

Mitchell Reiner (CRD# 4813240) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Mitchell Reiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ryan A. Ely
CRD#: 5147178
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
93
Wealthminder
score

Ryan Ely (CRD# 5147178) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

9
Curt E. Klein
CRD#: 2451150
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
93
Wealthminder
score

Curt Klein (CRD# 2451150) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

10
Michael J. Reiner
CRD#: 2442892
200 Sandy Springs Place, Suite 400, Atlanta, GA 30328
93
Wealthminder
score

Michael Reiner (CRD# 2442892) is an Investment Advisor Representative working at Wela Strategies, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.