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Wela Strategies, Inc.

CRD 147762SEC# 801-69434Atlanta, GA
Export (members)
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.
View on SEC.gov ↗

Wela Strategies, Inc. owners & executives

13 reported
NameTitleOwnershipSince
Capital Investment Advisors, LLC ControlShareholderOver 75%2023
Holly Evans Mallory ControlChief Compliance OfficerUnder 5%2021
Matthew Ross Reiner ControlPresident, CeoUnder 5%2017
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Frequently 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

Address10 Glenlake Parkway, North Tower, Suite 1010, Atlanta, GA 30328
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$255.5M
Non-discretionary$0
Total (RAUM)$255.5M