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Managing Partner/cco/client Advisor · Wela Financial Advisory

Anders O. Storvik

CRD 6315096 · Named on Form ADV at one SEC-registered adviser

At a glance

Wela Financial Advisory, an SEC-registered wealth manager based in SAN Antonio, TX with $657 million in regulatory assets, lists Anders O. Storvik on its Form ADV as Managing Partner/cco/client Advisor, a control person.

Firms and roles

  • Wela Financial AdvisoryManaging Partner/cco/client AdvisorWealth manager · SAN Antonio, TX · $657M in regulatory assets

AtlasMembers

Anders’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anders’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.