Key facts
- WELLACRE GLOBAL WEALTH ADVISORS is a other based in SANTA MONICA, CA.
- WELLACRE GLOBAL WEALTH ADVISORS reports $104.3M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 306770- Regulatory AUM
- $104.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- SANTA MONICA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WELLACRE WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WELLACRE GLOBAL WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WELLACRE GLOBAL WEALTH ADVISORS's AUM?
- WELLACRE GLOBAL WEALTH ADVISORS manages approximately $104.3M in assets.