Key facts
- WELA FINANCIAL ADVISORY is a other based in SAN ANTONIO, TX.
- WELA FINANCIAL ADVISORY reports $1.0M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 126266- Regulatory AUM
- $1.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 8
- Registered office
- SAN ANTONIO, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BRENT FORREST & ASSOCIATES, L.L.C.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WELA FINANCIAL ADVISORY are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WELA FINANCIAL ADVISORY's AUM?
- WELA FINANCIAL ADVISORY manages approximately $1.0M in assets.