WellAcre Global Wealth Advisors

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Client assets under management

$91,956,610

Clients

52% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,121,422

About

WellAcre Global Wealth Advisors provides investment advisory and planning services to individuals (including high‑net‑worth clients), trusts, pension plans, and business entities. Its service offerings include discretionary asset and comprehensive portfolio management, standalone financial planning and consulting, retirement plan consulting, and recommendations of fee‑based annuities.

The firm combines multiple methods of analysis—fundamental, quantitative, technical, sector and cyclical analysis—into tailored asset allocation strategies (strategic, dynamic, tactical and core‑satellite) and actively monitors and rebalances portfolios. Portfolios may include individual stocks, bonds, ETFs, mutual funds, options, REITs and other public or private securities, and the firm discloses use of tools and strategies such as duration management for fixed income as well as margin, short sales and options where appropriate.

Compared with many peers of similar size, WellAcre manages roughly $104.3 million in discretionary assets while offering a broader-than-typical mix of services and trading capabilities, including corporate‑level planning (cost segregation, corporate structure and real estate analysis), fee‑based annuities, and model-driven quantitative analysis. The firm also provides ERISA‑oriented retirement plan consulting and participates in an institutional custodian program that delivers research and execution benefits—arrangements the brochure discloses as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Annuities Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial Planning & Consulting flat fees range from $5,000 to $25,000; 50% retainer required at signing.

Percentage

$0+: up to 1.75% annually for Asset Management and Comprehensive Portfolio Management services $0+: up to 1.00% annually for Retirement Plan Consulting services

Main office location

WellAcre Global Wealth Advisors

520 Broadway, Suite 200

Santa Monica CA 90401, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (310) 220-4946

Advisors at this firm

Adam S

CFP®, Series 66

Santa Monica, CA

WellAcre Global Wealth Advisors

Adam Scott is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He has worked at WellAcre Wealth Management LLC since 2020, following a decade at Westside Investment Management, LLC and concurrent experience with LPL Financial LLC from 2009 to 2020. WellAcre Global Wealth Advisors serves individual clients, trusts, retirement plans, and businesses, managing approximately $101 million across about 82 accounts. The firm offers a broad range of services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing multiple analysis techniques and investment strategies tailored to client objectives.

Annuities Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive

Julian S

Series 65

Santa Monica, CA

WellAcre Global Wealth Advisors

Annuities Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive

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