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WESLEY OWEN BALES INVESTMENT ADVISORY SERVICES INC.

Advisory

TX

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in TX

#1,956

of 2,813 advisers by AUM

Average account

$316K

across 100 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$24M

Non-Discretionary AUM$8M

Discretionary %74.8%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

38 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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