Wela Strategies, Inc.

Wela Strategies, Inc. (CRD# 147762) is a financial advisory firm headquartered in Atlanta, GA. They manage $227,497,286 in 1,802 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    1,802
    ACCOUNTS
  • Average Account Value
    $126,247
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, LA, NC, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Wela Strategies, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Ryan A. Ely
CRD#: 5147178
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Ryan Ely (CRD# 5147178) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry.

2
Edward F. Goepp
CRD#: 5476519
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Edward Goepp (CRD# 5476519) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.

3
Curt E. Klein
CRD#: 2451150
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Curt Klein (CRD# 2451150) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 30 years of experience in the finance industry.

4
James M. Lewis
CRD#: 6274496
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

James Lewis (CRD# 6274496) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 10 years of experience in the finance industry.

5
Patrick M. Malloy
CRD#: 4037548
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Patrick Malloy (CRD# 4037548) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 24 years of experience in the finance industry.

6
Wesley H. Moss
CRD#: 3099346
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Wesley Moss (CRD# 3099346) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 25 years of experience in the finance industry.

7
Bryan J. Rea
CRD#: 4723067
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Bryan Rea (CRD# 4723067) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry.

8
Matthew R. Reiner
CRD#: 5688606
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Matthew Reiner (CRD# 5688606) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry.

9
Michael J. Reiner
CRD#: 2442892
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Michael Reiner (CRD# 2442892) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 29 years of experience in the finance industry.

10
Mitchell B. Reiner
CRD#: 4813240
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Mitchell Reiner (CRD# 4813240) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 18 years of experience in the finance industry.

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