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Wellacre Global Wealth Advisors

EST. AUM
$104,340,000

CONTACTS

CLIENT ACCOUNTS
245

Firm Details

Metro area Los Angeles
CRD Number 306770
Website wellacrewealth.com
Client types

Overview

Wellacre Global Wealth Advisors is an SEC-registered investment adviser headquartered in Santa Monica, California, providing personalized wealth management and financial planning services primarily to individuals and high-net-worth clients. The firm manages approximately $104 million in assets across discretionary accounts, focusing on long-term portfolio management, asset allocation, and retirement planning. With a small, specialized team, the firm offers tailored advisory solutions including pension consulting and investment strategy development. Wellacre operates under a fiduciary standard, earning fees primarily based on assets under management, and utilizes third-party custodians such as Charles Schwab for asset custody and execution.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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