BRENT FORREST & ASSOCIATES, L.L.C.
Legal name: WELA FINANCIAL ADVISORY
CRD #126266 SEC #801-72638 SAN ANTONIO, TX 210-530-9599
SEC Registered
Total AUM
$525.9M
Discretionary
$525.9M
Employees
9
Clients
251
Accounts
1,408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $525.9M | $525.9M | $0 | 9 | 0 |
| Oct 2025 | $525.9M | $525.9M | $0 | 8 | 0 |
| Aug 2025 | $525.9M | $525.9M | $0 | 7 | 0 |
| Jul 2025 | $525.9M | $525.9M | $0 | 6 | 0 |
| Jul 2025 | $525.9M | $525.9M | $0 | 6 | 0 |
| May 2025 | $525.9M | $525.9M | $0 | 6 | 0 |
| Mar 2025 | $525.9M | $525.9M | $0 | 6 | 0 |
| Mar 2025 | $505.8M | $505.8M | $0 | 6 | 0 |
| Sep 2024 | $505.8M | $505.8M | $0 | 6 | 0 |
| Aug 2024 | $505.8M | $505.8M | $0 | 7 | 0 |
| Jun 2024 | $505.8M | $505.8M | $0 | 6 | 0 |
| Feb 2024 | $505.8M | $505.8M | $0 | 7 | 0 |
| Nov 2023 | $458.7M | $458.7M | $0 | 8 | 0 |
| Sep 2023 | $458.7M | $458.7M | $0 | 8 | 0 |
| Apr 2023 | $458.7M | $458.7M | $0 | 8 | 0 |
| Feb 2023 | $458.7M | $458.7M | $0 | 8 | 0 |
| Jan 2023 | $458.7M | $458.7M | $0 | 7 | 0 |
| Jul 2022 | $584.2M | $584.2M | $0 | 7 | 0 |
| Jul 2022 | $584.2M | $584.2M | $0 | 7 | 0 |
| May 2022 | $584.2M | $584.2M | $0 | 8 | 0 |
| Mar 2022 | $584.2M | $584.2M | $0 | 8 | 0 |
| Feb 2022 | $584.2M | $584.2M | $0 | 8 | 0 |
| Feb 2022 | $584.2M | $584.2M | $0 | 8 | 0 |
| Apr 2021 | $497.5M | $497.5M | $0 | 7 | 0 |
| Mar 2021 | $497.5M | $497.5M | $0 | 8 | 0 |
| Jan 2021 | $497.5M | $497.5M | $0 | 8 | 0 |
| Jun 2020 | $412.7M | $412.7M | $0 | 8 | 0 |
| Jun 2020 | $412.7M | $412.7M | $0 | 9 | 0 |
| May 2020 | $412.7M | $412.7M | $0 | 9 | 0 |
| Feb 2020 | $412.7M | $412.7M | $0 | 8 | 0 |
| Dec 2019 | $288.7M | $288.7M | $0 | 4 | 0 |
| Jul 2019 | $288.7M | $288.7M | $0 | 4 | 0 |
| May 2019 | $288.7M | $288.7M | $0 | 5 | 0 |
| Feb 2019 | $288.7M | $288.7M | $0 | 5 | 0 |
| Jan 2019 | $288.7M | $288.7M | $0 | 5 | 0 |
| Feb 2018 | $273.4M | $273.4M | $0 | 5 | 0 |
| Jun 2017 | $230.8M | $230.8M | $0 | 5 | 300 |
| Jan 2017 | $230.8M | $230.8M | $0 | 5 | 300 |
| Feb 2016 | $210.1M | $210.1M | $0 | 5 | 300 |
| Feb 2015 | $209.9M | $209.9M | $0 | 5 | 300 |
| Mar 2014 | $191.1M | $191.1M | $0 | 5 | 300 |
| Feb 2014 | $191.1M | $191.1M | $0 | 5 | 300 |
| Mar 2013 | $167.2M | $167.2M | $0 | 5 | 300 |
| Mar 2012 | $152.5M | $152.5M | $0 | 1 | 300 |
| Jul 2011 | $134.2M | $134.2M | $0 | 5 | -- |
DateNov 2025
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees9
Clients0
DateOct 2025
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees8
Clients0
DateAug 2025
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$458.7M
Discretionary$458.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$458.7M
Discretionary$458.7M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$458.7M
Discretionary$458.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$458.7M
Discretionary$458.7M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$458.7M
Discretionary$458.7M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$584.2M
Discretionary$584.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$584.2M
Discretionary$584.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$584.2M
Discretionary$584.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$584.2M
Discretionary$584.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$584.2M
Discretionary$584.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$584.2M
Discretionary$584.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$497.5M
Discretionary$497.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$497.5M
Discretionary$497.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$497.5M
Discretionary$497.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees8
Clients0
DateDec 2019
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees5
Clients300
DateJan 2017
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees5
Clients300
DateFeb 2016
Total AUM$210.1M
Discretionary$210.1M
Non-Disc.$0
Employees5
Clients300
DateFeb 2015
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees5
Clients300
DateFeb 2014
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees5
Clients300
DateMar 2013
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees5
Clients300
DateMar 2012
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees1
Clients300
DateJul 2011
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees5
Clients--