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Wela Financial Advisory

EST. AUM
$657,087,013

CONTACTS
3

CLIENT ACCOUNTS
1,548

Firm Details

Metro area San Antonio
CRD Number 126266
Website welafa.com
Client types

Overview

Formerly known has Brent Forrest & Associates, L.L.C. Brent has retired and the company re-branded to Wela Financial Advisory. Transitioned away from LPL to TD Ameritrade to become a RIA in Houston

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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