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Building 2WELA STRATEGIES, INC.

Map pinATLANTA, GA
Phone678-608-0420
NotebookSEC #801-69434
Total AUM
$255.5M
Employees
22
Clients
775

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 GLENLAKE PARKWAY
NORTH TOWER, SUITE 1010
ATLANTA
GA 30328
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
678-608-0420

ReceiptFinancials

Total AUM
$255.5M
Accounts
1,816
Discretionary
$255.5M
Accounts
1,816
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
716
AUM
$178.4M
HNW Individual Clients
42
AUM
$72.1M
Pension/Profit Sharing Plan Clients
17
AUM
$5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL PORTFOLIO PROVIDER
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGALANCNENYOHPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 49 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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