DBA: WELLACRE GLOBAL WEALTH ADVISORS
| Total AUM | $104.3M |
| Discretionary | $104.3M100% of AUM |
| Client Accounts | 245 |
| Avg Account Size | $426K |
| Employees | 2 |
| Peak AUM | $104.3MFeb 2026 |
Total AUM
$104M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $104M | +3.3% | — | +13.9% | |
| Discretionary AUM | $104M | ||||
| Total AUM | $104.3M |
| Discretionary | $104.3M |
| Employees | 2 |
| Client Accounts | 245 |
| Client Range | 26-50 |
Address
520 BROADWAY
SANTA MONICA CA 90401
Phone
(310) 220-4946
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$104M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +3.3% |
| — |
| +13.9% |
| Total Accounts | 245 | +4.3% | — | +10.6% |
| Avg Account Size | $425,877.551 | 0.9% | — | +3.0% |
| Employees | 2 | 0.0% | — | +12.8% |
| AUM / Employee | $52M | +3.3% | — | +1.0% |
Client AUM Segments | |||||
| Wealth AUM | $92M | +3.8% | — | +18.7% | |
| Institutional AUM | $12M | 0.0% | — | 3.2% | |
Client Count Segments | |||||
| HNW Clients | 39 | 0.0% | — | +9.6% | |
| Institutional | 11 | 0.0% | — | 1.5% | |
| Individuals | 43 | 0.0% | — | +20.1% | |