Company Information

Get to know Wela Strategies, LLC

Wela Strategies, LLC was an Atlanta-based registered investment advisor (RIA) founded to provide clients with financial planning, investment management, and retirement planning services. The firm focused on leveraging technology to deliver personalized financial advice and aimed to simplify complex financial topics for its clients. In May 2019, Wela Strategies was acquired by Pure Financial Advisors, a larger RIA, and has since been integrated into Pure's client-facing brand, "Your Money, Your Wealth."

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Financial Wealth ManagementPRIMARY
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Wela Strategies, LLC

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.