Wesley Owen Bales Investment Advisory Service

Overview

Wesley Owen Bales Investment Advisory Service is a small, single-owner advisory focused on portfolio management for individuals and small businesses. The firm’s business model centers on traditional wealth-management relationships: discretionary portfolio management is the primary service, supplemented by non-discretionary advisory work. Fee arrangements combine a percentage-of-AUM component with fixed fees, which aligns with a typical advisory practice that blends ongoing asset-based billing and project or retainer engagements. Investment activity favors pooled public vehicles rather than bespoke alternative strategies. The adviser is not an active ESG investor, does not operate across multiple states, and does not serve as a pension consultant or related adviser. Wesley Owen Bales is listed as the individual owner and primary decision-maker, and the firm is classified as an unclassified corporation rather than belonging to a larger RIA platform or multi-advisor network.

Assets & Accounts

Investments & Alternatives

Location & Offices