Adviser Profile
| As of Date | 05/15/2020 |
| Registration status | Registration Changed to WELLACRE WEALTH MANAGEMENT, LLC |
| ADV Location | SANTA MONICA, CA, United States |
| AUM* | 49,270,585 |
| of that, discretionary | 49,270,585 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 359,639 |
| % High Net Worth | 39.47% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
49M
42M
35M
28M
21M
14M
7M
2019
2020
Private Funds
No private funds