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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WELA FINANCIAL ADVISORY

BRENT FORREST & ASSOCIATES, L.L.C., CRD 126266

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7b6689e-a94b-2595-cf34-86d18a0f2b10

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Mar 28, 2012 to Jul 24, 2026
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $657MItem 5.F on the latest filing (2026-07-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $657M
Private client RAUM: $650MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $110Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,548
Individual clients: 385
High net worth clients: 52
SEC number: 801-72638
CRD: 126266
Filings on the tape: 45
First filed: Mar 28, 2012
Latest filed: Jul 24, 2026
Organised: Limited Liability Company, TX
Website: welafa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDERS OLSEN STORVIK	n/a	SAN ANTONIO, TX	8	12	1	no
Esmond M Pabilona	Certified Financial Planner	SAN ANTONIO;, TX	7	12	2	no
TAYLOR A CHAMNESS	n/a	SAN ANTONIO, TX	4	10	3	no
THOMAS JAMES COY	n/a	SAN ANTONIO, TX	1	11	3	no
Rachel Shayna Gurinsky	n/a	SAN ANTONIO, TX	0	12	n/a	no
Elizabeth Ann Alamillo	n/a	SAN ANTONIO, TX	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCKINLEY, PRISCILLA, ANN	President	C	yes	01/2016	Feb 4, 2016	Sep 18, 2024
STORVIK, ANDERS, OLSEN	PARTNER/CLIENT ADVISOR/CCO	C	yes	01/2020	Jan 21, 2021	Sep 18, 2024
Pabilona, Esmond, M	PARTNER/CLIENT ADVISOR	C	no	01/2020	Jan 21, 2021	Sep 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$657M	$657M	8	2	0	n/a	n/a
2024	Mar 11, 2025	$526M	$526M	6	2	0	n/a	n/a
2023	Feb 21, 2024	$506M	$506M	7	4	0	n/a	n/a
2022	Jan 5, 2023	$459M	$459M	7	3	0	n/a	n/a
2021	Feb 8, 2022	$584M	$584M	8	4	0	n/a	n/a
2020	Jan 21, 2021	$497M	$497M	8	5	0	n/a	n/a
2019	Feb 24, 2020	$413M	$413M	8	5	0	n/a	n/a
2018	Jan 30, 2019	$289M	$289M	5	3	0	n/a	n/a
2017	Feb 15, 2018	$273M	$273M	5	2	0	n/a	n/a
2016	Jan 25, 2017	$231M	$231M	5	2	n/a	n/a	n/a
2015	Feb 4, 2016	$210M	$210M	5	2	n/a	n/a	n/a
2014	Feb 24, 2015	$210M	$210M	5	2	n/a	n/a	n/a
2013	Feb 18, 2014	$191M	$191M	5	2	n/a	n/a	n/a
2012	Mar 1, 2013	$167M	$167M	5	2	n/a	n/a	n/a
2011	Mar 28, 2012	$153M	$153M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$657M	$526M	25.0%	$459M	12.7%	9	6	0	0

Relationships

Registered with (9)

← Elizabeth Ann AlamilloAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← Rachel Shayna GurinskyAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← THOMAS JAMES COYAdvisorregistration: current employment
Jul 3, 2025 to presentfactForm ADV
← TAYLOR A CHAMNESSAdvisorregistration: current employment
Mar 24, 2022 to presentfactForm ADV
← Esmond M PabilonaAdvisorregistration: current employment
Mar 6, 2019 to presentfactForm ADV
← ANDERS OLSEN STORVIKAdvisorregistration: current employment
Jan 3, 2018 to presentfactForm ADV
← Christian MartinezAdvisorregistration: previous registration
Jan 23, 2023 to Sep 18, 2024factForm ADV
← CALEB SCOTT McsorleyAdvisorregistration: previous registration
Jan 16, 2020 to Jul 6, 2022factForm ADV
← MONICA S. CERVANTESAdvisorregistration: previous registration
May 12, 2020 to Apr 7, 2021factForm ADV

Controls (2)

← MCKINLEY, PRISCILLA, ANNOwnerPRESIDENT, ownership code C, individual
Feb 4, 2016 to Sep 18, 2024factForm ADV
← STORVIK, ANDERS, OLSENOwnerPARTNER/CLIENT ADVISOR/CCO, ownership code C, individual
Jan 21, 2021 to Sep 18, 2024factForm ADV

Owns (1)

← Pabilona, Esmond, MOwnerPARTNER/CLIENT ADVISOR, ownership code C, individual
Jan 21, 2021 to Sep 18, 2024factForm ADV

Dated events

Occurred
Sep 18, 2024
Advisor changed firm
Christian Martinez left Wela Financial Advisory for Lido (registered 2024-09-24)
Form ADVobserved 6 days ago
Occurred
Jul 6, 2022
Advisor changed firm
Caleb Scott Mcsorley left Wela Financial Advisory for Fisher Investments (registered 2022-09-13)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2020
Regulatory AUM changed
Wela Financial Advisory reported RAUM $412.7M, up 43% from $288.7M (2019-12-02 to 2020-02-24)
Form ADVobserved 6 days ago
$124M
Occurred
Jan 30, 2019
Control person left
Lawhon Brent Forrest (Managing Member) no longer on Schedule A of Wela Financial Advisory (listed 2018-02-15, absent 2019-01-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7b6689e-a94b-2595-cf34-86d18a0f2b10
First observed: Mar 28, 2012
Last observed: Jul 24, 2026 59 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WELA FINANCIAL ADVISORY

BRENT FORREST & ASSOCIATES, L.L.C., CRD 126266

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7b6689e-a94b-2595-cf34-86d18a0f2b10

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDERS OLSEN STORVIK

n/a

SAN ANTONIO, TX

Esmond M Pabilona

Certified Financial Planner

SAN ANTONIO;, TX

TAYLOR A CHAMNESS

n/a

SAN ANTONIO, TX

THOMAS JAMES COY

n/a

SAN ANTONIO, TX

Rachel Shayna Gurinsky

n/a

SAN ANTONIO, TX

n/a

Elizabeth Ann Alamillo

n/a

SAN ANTONIO, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCKINLEY, PRISCILLA, ANN

President

yes

01/2016

Feb 4, 2016

Sep 18, 2024

STORVIK, ANDERS, OLSEN

PARTNER/CLIENT ADVISOR/CCO

yes

01/2020

Jan 21, 2021

Sep 18, 2024

Pabilona, Esmond, M

PARTNER/CLIENT ADVISOR

01/2020

Jan 21, 2021

Sep 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$657M

n/a

2024

Mar 11, 2025

$526M

n/a

2023

Feb 21, 2024

$506M

n/a

2022

Jan 5, 2023

$459M

n/a

2021

Feb 8, 2022

$584M

n/a

2020

Jan 21, 2021

$497M

n/a

2019

Feb 24, 2020

$413M

n/a

2018

Jan 30, 2019

$289M

n/a

2017

Feb 15, 2018

$273M

n/a

2016

Jan 25, 2017

$231M

n/a

2015

Feb 4, 2016

$210M

n/a

2014

Feb 24, 2015

$210M

n/a

2013

Feb 18, 2014

$191M

n/a

2012

Mar 1, 2013

$167M

n/a

2011

Mar 28, 2012

$153M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$657M

$526M

25.0%

$459M

12.7%