W
$31.6M Total AUM
$23.7M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-15-2000
- Office Locations
- 1
Office Locations
7422 Greatwood Lake DR, N/A Sugar Land TX
About Wesley Owen Bales Investment Advisory Service
Wesley Owen Bales Investment Advisory Service is a Sugar Land-based RIA. The firm has been operating for 26 years. Managing $31.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$31.6M AVG AUM / ADVISOR
$832.1K AVG AUM / CLIENT
23 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WESLEY OWEN BALES
Consultant, President
- CRD
- #11254
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,652,966 | -- |
| Non-Discretionary | $7,967,034 | -- |
| Total | $31,620,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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