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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-2011
- Office Locations
- 1
Office Locations
About Wela Financial Advisory
Wela Financial Advisory provides financial planning and discretionary investment management for working professionals, pre-retirees/retirees, and widows/widowers. The firm emphasizes a living financial plan with transparent, lower-fee pricing and high-touch service, onboarding via a digital intake and Zoom or in-person meetings. Portfolios are primarily ETF-based, with custody including Charles Schwab & Co.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PRISCILLA ANN MCKINLEY
Owner, PARTNER, President
- CRD
- #1924315
- Ownership
- 25% but less than 50%
Esmond M Pabilona
Advisor, Managing Partner
- CRD
- #6140457
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Elizabeth Ann Alamillo
--
- CRD
- #7153332
TAYLOR A CHAMNESS
Operations Manager
- CRD
- #6679382
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $657,087,013 | $424,475 |
| Non-Discretionary | $0 | -- |
| Total | $657,087,013 | $424,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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