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WELLACRE GLOBAL WEALTH ADVISORS
WELLACRE WEALTH MANAGEMENT, LLC
CRD 306770 · SEC 801-135444
520 BROADWAY, SUITE 200, SANTA MONICA, CA, 90401, United States
Phone
(310) 220-4946
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$104.3M
Discretionary AUM
$104.3M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $24.2M |
| High net worth individuals | 43 | $67.8M |
| Pension/profit sharing plans | 7 | $7.5M |
| Charitable organizations | 3 | $1.8M |
| Corporations/business entities | 1 | $3.1M |
All web addresses on file
Official SEC filing: View on IAPD