# WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE

WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE is an SEC-registered investment adviser.

## Registration

- CRD: 114010
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114010/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114010/similar
- Related entities: https://search.stillhousedata.com/firm/114010/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114010

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.