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WELA FINANCIAL ADVISORY
BRENT FORREST & ASSOCIATES, L.L.C.
CRD 126266 · SEC 801-72638
366 W SUNSET RD, BUILDING 4, SAN ANTONIO, TX, 78209, United States
Phone
210-530-9599
Fax
210-530-9740
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$657.1M
Discretionary AUM
$657.1M
Team
9 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 385 | $122.2M |
| High net worth individuals | 52 | $527.8M |
| Pension/profit sharing plans | 4 | $2.5M |
| Charitable organizations | 2 | $2.5M |
States served
CO, GA, TX
All web addresses on file
Official SEC filing: View on IAPD