Wellacre Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Wellacre Wealth Management reports 93 clients. They include 43 high-net-worth individuals, 39 individual clients, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($104M across 245 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 23% |
| High-net-worth individuals | 46% | 65% |
| Pension and profit-sharing plans | 8% | 7% |
| Charitable organizations | 3% | 2% |
| Corporations and other businesses | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 39 | $24.2M | 23.2% | $620K |
| High-net-worth individuals | 43 | $67.8M | 65.0% | $1.58M |
| Pension and profit-sharing plans | 7 | $7.48M | 7.2% | $1.07M |
| Charitable organizations | Fewer than 5 | $1.83M | 1.8% | $609K |
| Corporations and other businesses | Fewer than 5 | $3.08M | 2.9% | $3.08M |
| Total | 93 | $104M | 100% | — |
- Clients
- 39
- Regulatory AUM
- $24.2M
- AUM share
- 23.2%
- Avg. per client
- $620K
- Clients
- 43
- Regulatory AUM
- $67.8M
- AUM share
- 65.0%
- Avg. per client
- $1.58M
- Clients
- 7
- Regulatory AUM
- $7.48M
- AUM share
- 7.2%
- Avg. per client
- $1.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.83M
- AUM share
- 1.8%
- Avg. per client
- $609K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.08M
- AUM share
- 2.9%
- Avg. per client
- $3.08M
Total
- Clients
- 93
- Regulatory AUM
- $104M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Wellacre Wealth Management charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Fee-based Annuities
- The total annuity fee is typically 1% to 3%, deducted monthly by the insurer; the firm's compensation is 0.5%.
- Financial Planning & Consulting
- Flat fees of $5,000 to $25,000 for financial planning and consulting, with a retainer of 50% of the ultimate fee.
- Retirement Plan Consulting
- Billed as a percentage of managed plan assets, not to exceed 1.00%.
Adam Scott owns 75% or more of Wellacre Wealth Management. The leadership team of Wellacre Wealth Management includes Chief Compliance Officer Adam Scott. It has 2 employees.
Leadership
- Adam ScottChief Compliance Officer & Principal
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Wellacre Wealth Management, LLC
Adam Scott
Control person · since January 2019
Besides its headquarters, Wellacre Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 520 Broadway, Suite 200, Santa MonicaHQ
Other business names
Wellacre Wealth Management has reported 2 other business names to the SEC.
- Wellacre Global Wealth Advisors
- Wellacre Global Wealth Management
Contact and registration details
- Legal name
- Wellacre Wealth Management, LLC
- Headquarters
- 520 Broadway, Suite 200, Santa Monica, CA 90401
- Website
- wellacrewealth.com
- Phone
- 310-220-4946
- @wellacre-wealth
- SEC file
- 801-135444
- Structure
- California LLC
- Fiscal year end
- December
Wellacre Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($104M). Wellacre Wealth Management has custody of $2.46M for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $104M100%
At year end, Wellacre Wealth Management’s separately managed accounts were mostly in stocks (66%) and funds (33%).
What the accounts hold
- Stocks66%
- Exchange-traded equities61%
- Non-exchange-traded equities5%
- Funds33%
- Bonds1%
How many clients does Wellacre Wealth Management have?
Wellacre Wealth Management has 93 clients and manages $104 million for them, as of February 2026. They include 43 high-net-worth individuals, 39 individual clients, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Wellacre Wealth Management offer?
Wellacre Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wellacre Wealth Management charge?
Wellacre Wealth Management charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 27 February 2026
Which custodians does Wellacre Wealth Management use?
Wellacre Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $104M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Wellacre Wealth Management have?
Wellacre Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wellacre Wealth Management invest in?
At the end of its last fiscal year, Wellacre Wealth Management’s separately managed accounts held 61% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 5% non-exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wellacre Wealth Management?
Wellacre Wealth Management’s direct owner is Adam Scott (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Wellacre Wealth Management get paid?
Wellacre Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wellacre Wealth Management?
Wellacre Wealth Management’s main office is at 520 Broadway, Suite 200, Santa Monica, CA 90401. Its phone number is 310-220-4946. Its website is wellacrewealth.com.