Wela Strategies
Financial Services • 
Sandy Springs, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 10 Glenlake Parkway, North Tower Suite 1010, Atlanta, GA 30328, US |
| Phone number | +16786080420 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Asset Management For Advisors, Individual Financial Planning And Advising, Practice Management For Advisors |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contact at Wela Strategies
Aura Jimenez
Director Of Operations
Wela Strategies Email Formats
Wela Strategies uses 2 email formats. The most common is {first name} (e.g., john@yourwealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@yourwealth.com | 75% |
{first name}{last name} | johndoe@yourwealth.com | 25% |
About Wela Strategies
Wela Strategies, LLC is a registered independent investment advisor that provides investors with portfolio management that leverages institutional research to design low-cost, tax efficient, ETF model portfolios that are age and/or time horizon based. BEWARE OF SCAMS. You will never be contacted by any of our members through social media, such as Facebook, WhatsApp, Instagram, etc., for free tutoring or academic advising regarding investment strategies. Please ensure you are communicating with us through official channels. If you would like to work with us, please contact us through this link https://www.welastrategies.com/contact/. Emails that our advisors use come from the email domain yourwela.com or getwela.com. https://www.welastrategies.com/wp-content/uploads/2022/11/Wela-Social-Media-Rules-of-Engagement-2022.pdf
Wela Strategies revenue & valuation
| Annual revenue | $694,157 |
| Revenue per employee | $78,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wela Strategies has never raised funding before.
Wela Strategies Tech Stack
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