WELLACRE WEALTH MANAGEMENT, LLC

WELLACRE GLOBAL WEALTH ADVISORS
SANTA MONICA, California·1 registered advisor·CRD# 306770
SEC# 801-1178860310-383-1879
01

Firm Overview

AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WELLACRE WEALTH MANAGEMENT, LLC

1 registered advisor
Adam Pierson Scott
SANTA MONICA, California
05

Office Locations

SANTA MONICA, California
1 advisor

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Data sourced from SEC Form ADV filings. WELLACRE WEALTH MANAGEMENT, LLC (CRD# 306770) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.