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).

Current Firm Details
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328
http://welastrategies.com
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 11 - 11 of 11 top financial advisors.
11
Matthew Lane, financial advisor Atlanta GA
Matthew R. Lane
CRD#: 7166740
10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328

Matthew Lane (CRD# 7166740) is an Investment Advisor Representative working at Wela Strategies, Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.

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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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