Investment adviser · CRD 126266
WELA FINANCIAL ADVISORY
Investment adviser filing (IA)
BRENT FORREST & ASSOCIATES, L.L.C.
SAN ANTONIO, TX, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $657M Form ADV · Item 5.F
- Client accounts
- 1,548 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $527,799,548 | 80.3% |
| Individuals | 385 | $122,157,527 | 18.6% |
| Retirement plans | Fewer than 5 | $2,500,000 | 0.4% |
| Charities | Fewer than 5 | $2,500,000 | 0.4% |
| Other clients | Fewer than 5 | $2,129,938 | 0.3% |
Filing source
Form ADV 2121824 · Jul 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
366 W SUNSET RD, BUILDING 4SAN ANTONIO, TX, 78209, United States
CRD 126266
Filing source
Form ADV 2121824 · Jul 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.