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Building 2WELLACRE GLOBAL WEALTH ADVISORS

Map pinSANTA MONICA, CA
Phone(310) 220-4946
NotebookSEC #801-135444
Total AUM
$104.3M
Employees
2
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 BROADWAY
SUITE 200
SANTA MONICA
CA 90401
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(310) 220-4946

ReceiptFinancials

Total AUM
$104.3M
Accounts
245
Discretionary
$104.3M
Accounts
245
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$24.2M
HNW Individual Clients
43
AUM
$67.8M
Pension/Profit Sharing Plan Clients
7
AUM
$7.5M
Charitable Organization Clients
3
AUM
$1.8M
Corporation or Business Clients
1
AUM
$3.1M

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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