SANTA MONICA, CACRD 306770Latest ADV February 27, 2026
Wellacre Global Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated February 27, 2026, reports $104M in regulatory assets under management, 2 employees, and 245 accounts.
Assets Under Management
$104M
Employees
2
Offices
--
Total Clients
93
Primary office
SANTA MONICA, CA
520 BROADWAY, SUITE 200, SANTA MONICA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 46.2% of total clients.
Top client categories% of clientsClients
1
HNWI
46.2%
43
2
Individuals
41.9%
39
3
Pension Plans
7.5%
7
4
Charitable
3.2%
3
5
Corporations
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$104Mas of February 27, 2026
Discretionary100.0%
$104M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$104M
Total Accounts245
10Y AUM Change+$104M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee47:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.