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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | E | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER | D | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| FORREST, BRENT, LAWHON | I | MANAGING MEMBER | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MANAGING MEMBER, CCO | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | D | Control |
| MCKINLEY, PRISCILLA, ANN | I | MEMBER | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | MEMBER, CCO | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | MEMBER | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | MEMBER, CCO | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PRESIDENT | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PARTNER/OWNER | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PARTNER/OWNER | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PARTNER/OWNER | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PARTNER/OWNER | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PARTNER/OWNER | C | Control |
| MCKINLEY, PRISCILLA, ANN | I | PARTNER/OWNER | C | Control |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | C | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | C | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | C | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | C | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | C | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | C | |
| Pabilona, Esmond, M | I | BUSINESS DEVELOPMENT & MANAGING PARTNER | C | Control |
| Pabilona, Esmond, M | I | BUSINESS DEVELOPMENT & MANAGING PARTNER | C | Control |
| Pabilona, Esmond, M | I | BUSINESS DEVELOPMENT & MANAGING PARTNER | C | Control |
| Pabilona, Esmond, M | I | BUSINESS DEVELOPMENT & MANAGING PARTNER | C | Control |
| Pabilona, Esmond, M | I | BUSINESS DEVELOPMENT & MANAGING PARTNER | C | Control |
| Pabilona, Esmond, M | I | BUSINESS DEVELOPMENT & MANAGING PARTNER | C | Control |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | C | Control |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | C | Control |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | C | Control |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | C | Control |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | C | Control |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | C | Control |
| STORVIK, ANDERS, OLSEN | I | MANAGING PARTNER/CCO/CLIENT ADVISOR | C | Control |
| STORVIK, ANDERS, OLSEN | I | MANAGING PARTNER/CCO/CLIENT ADVISOR | C | Control |
| STORVIK, ANDERS, OLSEN | I | MANAGING PARTNER/CCO/CLIENT ADVISOR | C | Control |
| STORVIK, ANDERS, OLSEN | I | MANAGING PARTNER/CCO/CLIENT ADVISOR | C | Control |
| STORVIK, ANDERS, OLSEN | I | MANAGING PARTNER/CCO/CLIENT ADVISOR | C | Control |
| STORVIK, ANDERS, OLSEN | I | MANAGING PARTNER/CCO/CLIENT ADVISOR | C | Control |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | B | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | B | |
| Pabilona, Esmond, M | I | PARTNER | B | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | B | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | B | |
| Pabilona, Esmond, M | I | PARTNER/CLIENT ADVISOR | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER / VICE PRESIDENT | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | B | |
| STORVIK, ANDERS, OLSEN | I | PARTNER/CLIENT ADVISOR/CCO | B |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (3)
CO GA TX
Address
366 W SUNSET RDBUILDING 4
SAN ANTONIO, TX 78209
United States
Phone: 210-530-9599