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Building 2WELLACRE GLOBAL WEALTH ADVISORS

Map pinSANTA MONICA, CA
Phone310-383-1879
NotebookSEC #801-117886
Total AUM
$49.3M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 BROADWAY
STE 2044
SANTA MONICA
CA 90401
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
310-383-1879

ReceiptFinancials

Total AUM
$49.3M
Accounts
137
Discretionary
$49.3M
Accounts
137
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$6.1M
HNW Individual Clients
15
AUM
$28.3M
Pension/Profit Sharing Plan Clients
7
AUM
$9.7M
Charitable Organization Clients
2
AUM
$1.3M
Corporation or Business Clients
3
AUM
$3.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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