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| Wela Strategies Inc
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|
|---|---|
| CRD # | 147762 |
| SEC # | 801-69434 |
| CIK # | 0001644329 |
| AUM | $202.3 MM (2023-03-07) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Phone | 678-608-0420 |
| Address | 10 Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BHK | 601.1 | 1.0 | |
| JPS | 1,474.9 | 0.8 | |
| LMT | 111,953.9 | 0.6 | |
| HD | 277,648.0 | 0.5 | |
| CVX | 294,604.1 | 0.5 | |
| AAPL | 2,382,844.0 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 744 | 165.1 |
| (b) Individuals (high net worth individuals) | 20 | 29.6 |
| (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 | 20 | 7.6 |
| (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 | 1,777 | 202.3 |
| By Discretionary | ||
| Discretionary | 1,777 | 202.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,777 | 202.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.3 | |
| Total | 1,777 | 202.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001644329] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Investment Advisors LLC
✚
|
GA | 4.4 |
|
Altera Private Access LLC
✚
|
GA | 0.3 |
|
Wela Strategies Inc
✚
|
GA | 0.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Buttonwood Financial Advisors Inc
✚
|
MD | 0.2 |
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.2 |
|
Burrus Financial Services Inc
✚
|
UT | 0.2 |
|
Artifex Financial Group LLC
✚
|
OH | 0.2 |
|
Valor Financial Services LLC
✚
|
TN | 0.2 |
|
New England Financial Planning Group LLC
✚
|
MA | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
Total Wealth Advisors LLC
✚
|
MN | 0.2 |
|
Compton Capital Management Inc
✚
|
RI | 0.2 |
|
Agate PASS Investment Management LLC
✚
|
WA | 0.2 |