Wellacre Global Wealth Advisors

Wellacre Global Wealth Advisors (CRD# 306770) is a financial advisory firm headquartered in Santa Monica, CA. They manage $74,190,378 in 188 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
520 Broadway, Suite 200, Santa Monica, CA 90401
https://wellacrewealth.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $394,630
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wellacre Global Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Adam Scott, financial advisor Santa Monica CA
Adam P. Scott
CRD#: 5630251
520 Broadway, Suite 200, Santa Monica, CA 90401

Adam Scott (CRD# 5630251) is an Investment Advisor Representative working at Wellacre Global Wealth Advisors in Santa Monica, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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