Wellacre Wealth Management, LLC
● SEC registered since 2026CRD 306770SEC# 801-135444Santa Monica, CA
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.
Wellacre Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Pierson Scott Control | Chief Compliance Officer & Principal | Over 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
| Address | 520 Broadway, Suite 200, Santa Monica, CA 90401 |
| Phone | (310) 220-4946 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.3M▲ 3%
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$104.3Mregulatory AUM
Discretionary $104.3M