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).
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Total Assets Under Management227MILLION
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Total Number of Accounts1,802ACCOUNTS
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Average Account Value$126,247
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
AL, AZ, CA, CO, FL, GA, LA, NC, NY, OH, PA, SC, TN, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.