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WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE

WESLEY OWEN BALES INVESTMENT ADVISORY SERVICES INC.

CRD 114010

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$31.6M

Discretionary AUM

$23.7M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-18

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals28$10.4M
High net worth individuals10$21.2M

Official SEC filing: View on IAPD