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Wellacre Wealth Management, LLC

● SEC registered since 2026CRD 306770SEC# 801-135444Santa Monica, CA
Export (members)
Reg. AUM
$104.3M
Employees
2
Accounts
245
Location
Santa Monica, CA

Wellacre Wealth Management, LLC assets under management

Wellacre Wealth Management, LLC operates as an SEC-registered investment adviser based in Santa Monica, CA. The firm has been registered since 2026. It reports $104.3 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/wellacre-wealthView on SEC.gov ↗

Wellacre Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Adam Pierson Scott ControlChief Compliance Officer & PrincipalOver 75%2019

Frequently asked questions

How much does Wellacre Wealth Management, LLC manage?

Wellacre Wealth Management, LLC reports $104.3 million in regulatory assets under management on its Form ADV.

How many employees does Wellacre Wealth Management, LLC have?

Wellacre Wealth Management, LLC reports 2 employees.

Where is Wellacre Wealth Management, LLC located?

Wellacre Wealth Management, LLC is based in Santa Monica, CA and has been SEC-registered since 2026.

Does Wellacre Wealth Management, LLC disclose fund performance?

Wellacre Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address520 Broadway, Suite 200, Santa Monica, CA 90401
Phone(310) 220-4946
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.3M
Non-discretionary$0
Total (RAUM)$104.3M