{"url":"https://nivawealth.com/firms/wellacre-wealth-management-306770","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306770","regulatoryAum":104340000,"crd":"306770","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5630251","suffix":null,"lastName":"SCOTT","firstName":"ADAM","middleName":"PIERSON"},{"crd":"8243898","suffix":null,"lastName":"Scott","firstName":"Julian","middleName":"Robert Brideoake"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135444","legalName":"Wellacre Wealth Management, LLC","displayName":"Wellacre Wealth Management","slug":"wellacre-wealth-management-306770","website":"https://wellacrewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/wellacre-wealth","xUrl":"https://twitter.com/WellacreWealth","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"520 Broadway, Suite 200","city":"Santa Monica","state":"CA","stateName":"California","country":"United States","postalCode":"90401"},"tradeNames":["Wellacre Global Wealth Advisors","Wellacre Global Wealth Management"],"registration":{"secApproved":"2 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1121422.0731707318,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":104340000,"discretionary":104340000,"discretionaryAccounts":245,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":39,"regulatoryAum":24184324},{"label":"High-net-worth individuals","clients":43,"regulatoryAum":67772286},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":7477918},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":1827493},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":3077979}],"feePrograms":[{"role":"main","program":"Comprehensive Portfolio Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012813","versionId":1012813,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-27","documentName":"FORM ADV PART 2A - FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Fee-based Annuities","summary":"The total annuity fee is typically 1% to 3%, deducted monthly by the insurer; the firm's compensation is 0.5%.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012813","versionId":1012813,"submittedOn":"2026-02-27","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Financial Planning & Consulting","summary":"Flat fees of $5,000 to $25,000 for financial planning and consulting, with a retainer of 50% of the ultimate fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012813","versionId":1012813,"submittedOn":"2026-02-27","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Billed as a percentage of managed plan assets, not to exceed 1.00%.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012813","versionId":1012813,"submittedOn":"2026-02-27","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:31:20.846207+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012813","versionId":1012813,"submittedOn":"2026-02-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":104340000}],"custodyNote":"Wellacre Wealth Management has custody of $2.46M in client assets for 4 clients.","otherCustodians":[],"leadership":[{"name":"Adam Scott","title":"Chief Compliance Officer & Principal","crd":"5630251"}],"ownership":[{"label":"Adam Scott","detail":"Chief compliance officer & principal in the 75% or more ownership band and a control person, since January 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"520 Broadway, Suite 200","city":"Santa Monica","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-220-4946","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":61},{"label":"Non-exchange-traded equity securities","percent":5},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":33}],"privateFunds":0},"sources":{"adv1FilingDate":"27 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306770/PDF/306770.pdf","brochureDate":"27 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012813","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wellacre Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wellacre Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wellacre Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wellacre Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wellacre Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wellacre Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wellacre Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wellacre Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wellacre Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}