WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE

WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE is an SEC-registered investment adviser (CRD 114010). Regulatory assets under management: $31.6M.

Registration

• CRD: 114010
• Type: Registered investment adviser
• Phone: 281-343-5117
• Latest filing: 2026-02-18
• Regulatory AUM: $31.6M
• Discretionary AUM: $23.7M
• Non-discretionary AUM: $8.0M
• Clients: 1
• Accounts: 100

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114010 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search