CRD: 306770
Wellacre Global Wealth Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2020
- Office Locations
- 1
Office Locations
About Wellacre Global Wealth Advisors
WellAcre Global Wealth Advisors is a fee-only Santa Monica RIA led by CFP Adam Scott. The firm delivers comprehensive wealth management—financial and retirement planning, discretionary asset management, plus coordinated tax and estate planning—focused on business owners and clients in the entertainment industry. Portfolios commonly use ETFs and traditional funds, custodied at Schwab. Scott is frequently quoted in Financial Planning and InvestmentNews, providing a visible, media-savvy contact for partners.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADAM PIERSON SCOTT
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5630251
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Julian Robert Brideoake Scott
--
- CRD
- #8243898
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,340,000 | $425,878 |
| Non-Discretionary | $0 | -- |
| Total | $104,340,000 | $425,878 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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