WELLACRE WEALTH MANAGEMENT, LLC
Doing business as WELLACRE GLOBAL WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$104,340,000
Discretionary
$104,340,000
Non-discretionary
$0
Firm details
- CRD number
- 306770
- SEC file number
- 801-135444
- Main office
- SANTA MONICA, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.