Wela Strategies, Inc.
CRD 147762SEC# 801-69434Atlanta, GA
No longer SEC-registered. Wela Strategies, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$255.5M
Employees
22
Accounts
1,816
Location
Atlanta, GA
Wela Strategies, Inc. assets under management
Wela Strategies, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. It reports $255.5 million in regulatory assets under management and employs 22 people.
Wela Strategies, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Capital Investment Advisors, LLC Control | Shareholder | Over 75% | 2023 |
| Holly Evans Mallory Control | Chief Compliance Officer | Under 5% | 2021 |
| Matthew Ross Reiner Control | President, Ceo | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Wela Strategies, Inc. manage?
Wela Strategies, Inc. reports $255.5 million in regulatory assets under management on its Form ADV.
How many employees does Wela Strategies, Inc. have?
Wela Strategies, Inc. reports 22 employees.
Where is Wela Strategies, Inc. located?
Wela Strategies, Inc. is based in Atlanta, GA.
Does Wela Strategies, Inc. disclose fund performance?
Wela Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$255.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$255.5Mregulatory AUM
Discretionary $255.5M