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WELLACRE GLOBAL WEALTH ADVISORS

SANTA MONICA, CA · CRD 306770 · IAPD ↗ · (310) 220-4946

$104.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — WELLACRE GLOBAL WEALTH ADVISORS (SANTA MONICA, CA) is newly SEC-registered with $104.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.