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| Wela Strategies Inc
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|
|---|---|
| CRD # | 147762 |
| SEC # | 801-69434 |
| CIK # | 0001644329 |
| AUM | $255.5 M (2025-03-05) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 678-608-0420 |
| Address | 10 Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lockheed Martin Corp | 0.9 | ||
| Newmont Mining Corp /DE/ | 0.9 | ||
| Exelon Corp | 0.8 | ||
| Cisco Systems Inc | 0.8 | ||
| Chevron Corp | 0.7 | ||
| Honeywell International Inc | 0.7 | ||
| American Express Co | 0.7 | ||
| Qualcomm Inc/DE | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 716 | 178.4 |
| (b) Individuals (high net worth individuals) | 42 | 72.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,816 | 255.5 |
| By Discretionary | ||
| Discretionary | 1,816 | 255.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,816 | 255.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 254.5 | |
| Total | 1,816 | 255.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001644329] | |
| D | [0001644329] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Advisors LLC
✚
|
GA | 6.3 |
|
Altera Private Access LLC
✚
|
GA | 0.5 |
|
Wela Strategies Inc
✚
|
GA | 0.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Opinicus Capital Inc
✚
|
FL | 0.3 |
|
Bull Street Advisors LLC
✚
|
GA | 0.3 |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.3 |
|
RWQ Financial Management Services Inc
✚
|
0.3 | |
|
FIG Wealth LLC
✚
|
CA | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |
|
BURK Holdings LLC
✚
|
OK | 0.3 |
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 0.3 |
|
Summit Investment Advisors Inc
✚
|
MD | 0.3 |
|
American Capital Advisory LLC
✚
|
ID | 0.3 |