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| Wela Strategies Inc
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| |
|---|---|
| CRD # | 147762 |
| SEC # | 801-69434 |
| CIK # | 0001644329 |
| AUM | $227.5 MM (2024-01-30) |
| Employees | 24 (54% Investors, 0% Brokers) |
| Phone | 678-608-0420 |
| Address | 10 Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPC | 788.0 | 0.7 | |
| LMT | 111,953.9 | 0.6 | |
| HD | 277,648.0 | 0.6 | |
| NEM | 49,968.3 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 176.0 |
| (b) Individuals (high net worth individuals) | 28 | 47.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 4.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,802 | 227.5 |
| By Discretionary | ||
| Discretionary | 1,802 | 227.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,802 | 227.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.5 | |
| Total | 1,802 | 227.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001644329] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Investment Advisors LLC
✚
|
GA | 5.3 |
|
Altera Private Access LLC
✚
|
GA | 0.4 |
|
Wela Strategies Inc
✚
|
GA | 0.2 |
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|---|---|---|
|
Friedlander Brenda S
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|
CA | 0.2 |
|
Transitus Wealth Partners LLC
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|
NC | 0.2 |
|
Verisail Partners LLC
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|
GA | 0.2 |
|
Envision Financial LLC
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|
WI | 0.2 |
|
Massachusetts Wealth Management LLC
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|
MA | 0.2 |
|
Agate PASS Investment Management LLC
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|
WA | 0.2 |
|
Spraker West Wealth Management Inc
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|
FL | 0.2 |
|
Apricus Wealth LLC
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|
SC | 0.2 |
|
Avalon Advisory Group LLC
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|
PA | 0.2 |
|
Beacon Wealthcare LLC
✚
|
NC | 0.2 |