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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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