WELA FINANCIAL ADVISORY

Legal name: BRENT FORREST & ASSOCIATES, L.L.C.

CRD 126266File 801-72638

APPROVED

Retail clients

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$657.1M

Above cohort median (national)

Discretionary AUM

$657.1M

Clients

443

1,548 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 3, 2011
Principal office: 366 W SUNSET RD, BUILDING 4, SAN ANTONIO, TX, 78209
Phone: 210-530-9599
Website: https://welafa.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $657.1M
Discretionary AUM: $657.1M
Non-discretionary AUM: $0
Discretionary accounts: 1,548
Non-discretionary accounts: 0
Total accounts: 1,548
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.5M
High net worth individuals	52	$527.8M
Pension and profit sharing plans	Fewer than 5	$2.5M
Individuals (other than high net worth individuals)	385	$122.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	446	443
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.