BRENT FORREST & ASSOCIATES, L.L.C.
Doing business as WELA FINANCIAL ADVISORY. SEC Form ADV profile.
Total regulatory AUM
$657,087,013
Discretionary
$657,087,013
Non-discretionary
$0
Firm details
- CRD number
- 126266
- SEC file number
- 801-72638
- Main office
- SAN ANTONIO, TX, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://welafa.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.