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Adam Pierson Scott

WELLACRE WEALTH MANAGEMENT, LLC·SANTA MONICA, California
Unclaimed Profile
520 BROADWAY, SANTA MONICA, CA 90401CRD# 5630251Firm CRD# 306770
01

About

Adam Pierson Scott is a registered financial advisor based in SANTA MONICA, California, affiliated with WELLACRE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WELLACRE WEALTH MANAGEMENT, LLC
WELLACRE GLOBAL WEALTH ADVISORS
AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WELLACRE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5630251
Firm CRD# 306770
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Pierson Scott offer?
Adam Pierson Scott specializes in Financial Planning, Investment Management. Contact their office in SANTA MONICA, California for a consultation.
What are Adam Pierson Scott's credentials?
Adam Pierson Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Pierson Scott located?
Adam Pierson Scott is based in SANTA MONICA, California, working with WELLACRE WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Adam Pierson Scott charge for services?
Adam Pierson Scott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLACRE WEALTH MANAGEMENT, LLC?
WELLACRE WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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