# Wellacre Global Wealth Advisors

> Wellacre Global Wealth Advisors is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 306770
- Filed as: WELLACRE GLOBAL WEALTH ADVISORS
- Legal name: Wellacre Wealth Management, LLC
- Also doing business as: WELLACRE GLOBAL WEALTH ADVISORS, WELLACRE GLOBAL WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306770
- AdvisorCensus page: https://advisorcensus.com/firm/wellacre-global-wealth-advisors-santa-monica-ca-306770

## Quick answers

**How is Wellacre Global Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Wellacre Global Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Wellacre Global Wealth Advisors' brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wellacre Global Wealth Advisors located?**
Wellacre Global Wealth Advisors' principal office is in Santa Monica, CA, according to its Form ADV.

**Is Wellacre Global Wealth Advisors registered with the SEC or a state?**
Wellacre Global Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 306770.

**How much does Wellacre Global Wealth Advisors manage?**
Wellacre Global Wealth Advisors reports $104,340,000 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Wellacre Global Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (39); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Wellacre Global Wealth Advisors use?**
Wellacre Global Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wellacre Global Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306770

**What changed in Wellacre Global Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for this service will not exceed 1.75%. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client. Fees will be based on assets under management

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $104,340,000
- Discretionary: $104,340,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $24,184,324 |
| High net worth individuals | 43 | $67,772,286 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $7,477,918 |
| Charitable organizations | 3 | $1,827,493 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $3,077,979 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wellacrewealth.com
- Facebook @wellacrewealth
- Instagram @wellacrewealth
- LinkedIn @wellacre-wealth
- X @WellacreWealth
- YouTube @wellacrewealth

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wellacre Global Wealth Advisors (CRD 306770): Form ADV filing data as of October 2026.