WELA STRATEGIES, INC.
CRD #147762 SEC #801-69434 ATLANTA, GA 678-608-0420
SEC Registered
Total AUM
$255.5M
Discretionary
$255.5M
Employees
22
Clients
--
Accounts
1,816
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $255.5M | $255.5M | $0 | 22 | 0 |
| Sep 2024 | $227.5M | $227.5M | $0 | 24 | 0 |
| Jan 2024 | $227.5M | $227.5M | $0 | 24 | 0 |
| Jun 2023 | $202.3M | $202.3M | $0 | 22 | 0 |
| Jun 2023 | $202.3M | $202.3M | $0 | 22 | 0 |
| May 2023 | $202.3M | $202.3M | $0 | 22 | 0 |
| Mar 2023 | $202.3M | $202.3M | $0 | 22 | 0 |
| Dec 2022 | $229.4M | $229.4M | $0 | 23 | 0 |
| Nov 2022 | $229.4M | $229.4M | $0 | 23 | 0 |
| Aug 2022 | $229.4M | $229.4M | $0 | 23 | 0 |
| Mar 2022 | $229.4M | $229.4M | $0 | 23 | 0 |
| Feb 2022 | $229.4M | $229.4M | $0 | 23 | 0 |
| Dec 2021 | $202.7M | $202.7M | $0 | 22 | 0 |
| May 2021 | $202.7M | $202.7M | $0 | 22 | 0 |
| May 2021 | $202.7M | $202.7M | $0 | 22 | 0 |
| Jan 2021 | $202.7M | $202.7M | $0 | 22 | 0 |
| Nov 2020 | $185.5M | $185.5M | $0 | 25 | 0 |
| Oct 2020 | $185.5M | $185.5M | $0 | 25 | 0 |
| Jul 2020 | $185.5M | $185.5M | $0 | 25 | 0 |
| Jun 2020 | $185.5M | $185.5M | $0 | 25 | 0 |
| Jun 2020 | $185.5M | $185.5M | $0 | 25 | 0 |
| Feb 2020 | $185.5M | $185.5M | $0 | 25 | 0 |
| Nov 2019 | $153.8M | $153.8M | $0 | 16 | 0 |
| Feb 2019 | $153.8M | $153.8M | $0 | 23 | 0 |
| Jan 2019 | $139M | $139M | $0 | 27 | 0 |
| Sep 2018 | $139M | $139M | $0 | 27 | 0 |
| Aug 2018 | $139M | $139M | $0 | 27 | 0 |
| May 2018 | $139M | $139M | $0 | 27 | 0 |
| Apr 2018 | $139M | $139M | $0 | 27 | 0 |
| Feb 2018 | $139M | $139M | $0 | 27 | 0 |
| Jan 2018 | $104.2M | $104.2M | $0 | 27 | 0 |
| Aug 2017 | $104.2M | $104.2M | $0 | 27 | 500 |
| Jul 2017 | $104.2M | $104.2M | $0 | 27 | 500 |
| Jun 2017 | $104.2M | $104.2M | $0 | 27 | 500 |
| Mar 2017 | $104.2M | $104.2M | $0 | 27 | 500 |
| Apr 2016 | $79M | $79M | $0 | 27 | 400 |
| Feb 2016 | $79M | $79M | $0 | 27 | 400 |
| Aug 2015 | $76.2M | $76.2M | $0 | 19 | 400 |
| Mar 2015 | $76.2M | $76.2M | $0 | 19 | 400 |
| Feb 2015 | $76.2M | $76.2M | $0 | 19 | 400 |
| Jan 2015 | $70M | $62.3M | $7.7M | 18 | 300 |
| Sep 2014 | $70M | $62.3M | $7.7M | 18 | 300 |
| Mar 2014 | $70M | $62.3M | $7.7M | 18 | 300 |
| Feb 2014 | $70M | $62.3M | $7.7M | 18 | 300 |
| Sep 2013 | $51.6M | $46.7M | $4.9M | 16 | 300 |
| Jul 2013 | $51.6M | $46.7M | $4.9M | 16 | 300 |
| Feb 2013 | $54.3M | $49.6M | $4.7M | 15 | 300 |
| Jan 2013 | $23.4M | $23.4M | $0 | 14 | 200 |
| Mar 2012 | $23.4M | $23.4M | $0 | 11 | 200 |
| Dec 2011 | $16.9M | $16.9M | $0 | 11 | 26 |
| Jul 2011 | $16.9M | $16.9M | $0 | -- | -- |
| Jun 2011 | $16.9M | $16.9M | $0 | -- | -- |
| May 2011 | $16.9M | $16.9M | $0 | -- | -- |
| Mar 2011 | $16.9M | $16.9M | $0 | -- | -- |
| Jan 2011 | $5.9M | $5.9M | $0 | -- | -- |
| Jan 2011 | $5.9M | $5.9M | $0 | -- | -- |
| Jan 2011 | $5.9M | $5.9M | $0 | -- | -- |
| Oct 2009 | $1.5M | $1.5M | $0 | -- | -- |
DateMar 2025
Total AUM$255.5M
Discretionary$255.5M
Non-Disc.$0
Employees22
Clients0
DateSep 2024
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees24
Clients0
DateJan 2024
Total AUM$227.5M
Discretionary$227.5M
Non-Disc.$0
Employees24
Clients0
DateJun 2023
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees22
Clients0
DateJun 2023
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees22
Clients0
DateMay 2023
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees22
Clients0
DateMar 2023
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees22
Clients0
DateDec 2022
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees23
Clients0
DateNov 2022
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees23
Clients0
DateAug 2022
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees23
Clients0
DateMar 2022
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees23
Clients0
DateFeb 2022
Total AUM$229.4M
Discretionary$229.4M
Non-Disc.$0
Employees23
Clients0
DateDec 2021
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees22
Clients0
DateMay 2021
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees22
Clients0
DateMay 2021
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees22
Clients0
DateJan 2021
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees22
Clients0
DateNov 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees25
Clients0
DateOct 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees25
Clients0
DateJul 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees25
Clients0
DateJun 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees25
Clients0
DateJun 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees25
Clients0
DateFeb 2020
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees25
Clients0
DateNov 2019
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees16
Clients0
DateFeb 2019
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees23
Clients0
DateJan 2019
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees27
Clients0
DateSep 2018
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees27
Clients0
DateAug 2018
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees27
Clients0
DateMay 2018
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees27
Clients0
DateApr 2018
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees27
Clients0
DateFeb 2018
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees27
Clients0
DateJan 2018
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees27
Clients0
DateAug 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees27
Clients500
DateJul 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees27
Clients500
DateJun 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees27
Clients500
DateMar 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees27
Clients500
DateApr 2016
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees27
Clients400
DateFeb 2016
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees27
Clients400
DateAug 2015
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees19
Clients400
DateMar 2015
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees19
Clients400
DateFeb 2015
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees19
Clients400
DateJan 2015
Total AUM$70M
Discretionary$62.3M
Non-Disc.$7.7M
Employees18
Clients300
DateSep 2014
Total AUM$70M
Discretionary$62.3M
Non-Disc.$7.7M
Employees18
Clients300
DateMar 2014
Total AUM$70M
Discretionary$62.3M
Non-Disc.$7.7M
Employees18
Clients300
DateFeb 2014
Total AUM$70M
Discretionary$62.3M
Non-Disc.$7.7M
Employees18
Clients300
DateSep 2013
Total AUM$51.6M
Discretionary$46.7M
Non-Disc.$4.9M
Employees16
Clients300
DateJul 2013
Total AUM$51.6M
Discretionary$46.7M
Non-Disc.$4.9M
Employees16
Clients300
DateFeb 2013
Total AUM$54.3M
Discretionary$49.6M
Non-Disc.$4.7M
Employees15
Clients300
DateJan 2013
Total AUM$23.4M
Discretionary$23.4M
Non-Disc.$0
Employees14
Clients200
DateMar 2012
Total AUM$23.4M
Discretionary$23.4M
Non-Disc.$0
Employees11
Clients200
DateDec 2011
Total AUM$16.9M
Discretionary$16.9M
Non-Disc.$0
Employees11
Clients26
DateJul 2011
Total AUM$16.9M
Discretionary$16.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$16.9M
Discretionary$16.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$16.9M
Discretionary$16.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$16.9M
Discretionary$16.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$5.9M
Discretionary$5.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$5.9M
Discretionary$5.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$5.9M
Discretionary$5.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees--
Clients--