Overview
Assets Under Management: $104 million
Headquarters: SANTA MONICA, CA
High-Net-Worth Clients: 43
Average Client Assets: $1.6 million
Frequently Asked Questions
WELLACRE GLOBAL WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306770), WELLACRE GLOBAL WEALTH ADVISORS is subject to fiduciary duty under federal law.
WELLACRE GLOBAL WEALTH ADVISORS is headquartered in SANTA MONICA, CA.
WELLACRE GLOBAL WEALTH ADVISORS serves 43 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, WELLACRE GLOBAL WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WELLACRE GLOBAL WEALTH ADVISORS manages $104 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, WELLACRE GLOBAL WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.95%
Average Client Assets: $1.6 million
Total Client Accounts: 245
Discretionary Accounts: 245
Regulatory Filings
CRD Number: 306770
Filing ID: 2059208
Last Filing Date: 2026-02-27 13:42:05