WELLACRE WEALTH MANAGEMENT, LLC

WELLACRE WEALTH MANAGEMENT, LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 306770). Regulatory assets under management: $104.3M.

Registration

• CRD: 306770
• SEC file number: 801-135444
• Type: Registered investment adviser
• Location: 520 BROADWAY, SUITE 200, SANTA MONICA, CA, 90401
• Phone: (310) 220-4946
• Latest filing: 2026-02-27
• Regulatory AUM: $104.3M
• Discretionary AUM: $104.3M
• Clients: 2
• Accounts: 245

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306770 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search