Michael
Reiner

Wela Strategies, Inc

CRD#2442892
Investment Advisor
in Atlanta, GA

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About this Advisor

Michael Reiner is a financial advisor based in Atlanta, Georgia, working with Wela Strategies, Inc. Michael has previously held positions at Capital Investment Advisors, LLC, Wela Strategies, LLC, Michael Reiner & Associates, Wela Strategies, Inc, Roswell Holdings, LLC, Roswell Holdings Mortgage, LLC, Roswell Commercial Mortgage, LLC, Capital Administration, LLC, Capital Accounting & Tax, LLC, and Mask Group. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Michael is part of Wela Strategies, Inc, which operates out of Atlanta, Georgia. The firm has 24 employees and manages assets totaling $227.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Wela Strategies, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

10 Glenlake Parkway North Tower, Suite 1010
Atlanta, GA 30328

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Wela Strategies, Inc Brokerage Details

Total Assets Under Management

$227,497,286

GA Average: $3,570,121,308
Total Number of Employees

24

GA Average: 58
Total Number of Accounts

1,802

GA Average: 1,608
Average Account Size

$126,247

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Michael Reiner Work History

2017 - Present (7 years)

Wela Strategies, Inc

2010 - Present (14 years)

Capital Investment Advisors, LLC

2009 - Present (15 years)

Michael Reiner & Associates

2008 - Present (16 years)

Roswell Holdings Mortgage, LLC

2006 - Present (18 years)

Roswell Commercial Mortgage, LLC

2002 - Present (22 years)

Roswelll Holdings, LLC

2001 - Present (23 years)

Mask Group

2010 - 2022 (12 years)

Capital Administration, LLC

2009 - 2023 (14 years)

Capital Accounting & Tax, LLC

2008 - 2017 (9 years)

Wela Strategies, LLC

Disclosures

Please visit the SEC profile of Michael Reiner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wela Strategies, Inc

Kevin Madigan
Atlanta, GA
Patrick Malloy
Atlanta, GA
James Lewis
Atlanta, GA
Edward Goepp
Atlanta, GA
Matthew Lane
Atlanta, GA
Ryan Ely
Atlanta, GA
Matthew Reiner
Atlanta, GA
Mitchell Reiner
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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