DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wellacre Global Wealth Advisors
Legal name Wellacre Wealth Management, LLC
Latest filing Feb 27, 2026
First filing on the tape Dec 2, 2019 · 8 filings
SEC status approved since Mar 2, 2026
RAUM
$104M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
88%
$92.0M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$52.2M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$104M as of Feb 27, 2026
Dec 2, 2019$0 then
HNW client RAUM$67.8M as of Feb 27, 2026
Apr 29, 2020$28.3M then
State-registered IARs (5.B.3)2 as of Feb 27, 2026
Dec 2, 20191 then
Employees (5.A)2 as of Feb 27, 2026
Dec 2, 20191 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Feb 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $52.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 41derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $425,878derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $2.5M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$67.8M65%
- Individuals$24.2M23%
- Pension and profit-sharing plans$7.5M7.2%
- Corporations and businesses$3.1M2.9%
- Charitable organizations$1.8M1.8%
- Individual clients
- 39reported
- HNW clients
- 43reported
- Pension plan clients
- 7reported
- Charitable clients
- 3reported
- Accounts
- 245reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.5M for 4 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.88 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Adam Pierson ScottCertified Financial Planner | Santa Monica, Ca | Jan 6, 2020 | 17 y | 2 |
| Julian Robert Brideoake Scott | Santa Monica, Ca | Mar 29, 2026 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 50% of current headcount3 left over 36 months
Left, latest
- Fenimore Cooper Marsh to Vontobel Swiss Financial AdvisersMar 3, 2026 · RIA to RIA
- Nathan C. Gale to Fleur-De-Lis FinancialSep 9, 2025 · RIA to a state-registered adviser
- Doralee Grace Meyer to Merino Wealth ManagementNov 1, 2023 · RIA to a state-registered adviser
Joined, latest
- Doralee Grace Meyer from Park Piedmont Advisors LLCDec 23, 2021 · RIA to RIA
- Adam Pierson Scott from Westside Investment Management, LLCJan 6, 2020 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Pierson Adam Scott · Chief Compliance Officer & Principalcontrolsince 01/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Santa Monica, Ca · principal | 2 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 137 to 245May 15, 2020 to Feb 27, 2026
- Advisory employees · 1 to 2May 15, 2020 to Feb 27, 2026
- Charity clients · 2 to 3May 15, 2020 to Feb 27, 2026
- Corporate clients · 3 to 1May 15, 2020 to Feb 27, 2026
- HNW clients · 15 to 43May 15, 2020 to Feb 27, 2026
- Individual clients · 23 to 39May 15, 2020 to Feb 27, 2026
- Pooled vehicle clients · unset to 0.0May 15, 2020 to Feb 27, 2026
- Assets in custody · $10 to $2.5MMay 15, 2020 to Feb 27, 2026
- Employees · 1 to 2May 15, 2020 to Feb 27, 2026
- Financial planning clients · 0 to 26-50May 15, 2020 to Feb 27, 2026
- State-registered IARs · 1 to 2May 15, 2020 to Feb 27, 2026
- Discretionary RAUM · $49.3M to $104MMay 15, 2020 to Feb 27, 2026
- HNW RAUM · $28.3M to $67.8MMay 15, 2020 to Feb 27, 2026
- Individual RAUM · $6.1M to $24.2MMay 15, 2020 to Feb 27, 2026
- Pension RAUM · $9.7M to $7.5MMay 15, 2020 to Feb 27, 2026
- Pooled vehicle RAUM · unset to 0.0May 15, 2020 to Feb 27, 2026
- RAUM · $49.3M to $104MMay 15, 2020 to Feb 27, 2026
- Accounts · 0 to 137Mar 23, 2020 to Apr 29, 2020
- Business name · WELLACRE WEALTH MANAGEMENT, LLC to WELLACRE GLOBAL WEALTH ADVISORSMar 23, 2020 to Apr 29, 2020
- Charity clients · unset to 2.0Mar 23, 2020 to Apr 29, 2020
- Corporate clients · unset to 3.0Mar 23, 2020 to Apr 29, 2020
- HNW clients · unset to 15.0Mar 23, 2020 to Apr 29, 2020
- Individual clients · unset to 23.0Mar 23, 2020 to Apr 29, 2020
- Pension plan clients · unset to 7.0Mar 23, 2020 to Apr 29, 2020
- Assets in custody · unset to 10.0Mar 23, 2020 to Apr 29, 2020
- Custody of client assets · false to trueMar 23, 2020 to Apr 29, 2020
- Discretionary RAUM · $0 to $49.3MMar 23, 2020 to Apr 29, 2020
- HNW RAUM · unset to 28282891.0Mar 23, 2020 to Apr 29, 2020
- Individual RAUM · unset to 6050433.0Mar 23, 2020 to Apr 29, 2020
- Pension RAUM · unset to 9682078.0Mar 23, 2020 to Apr 29, 2020
- RAUM · $0 to $49.3MMar 23, 2020 to Apr 29, 2020
- Advisory activities · 2 to 3Jan 2, 2020 to Jan 2, 2020
Signals
4 dated events
- Fenimore Cooper Marsh left Wellacre Global Wealth Advisors for Vontobel Swiss Financial Advisers (registered 2026-08-16)Mar 3, 2026 · Advisor changed firm · fact
- Nathan C. Gale left Wellacre Global Wealth Advisors for Fleur-De-Lis Financial (registered 2023-08-04)Sep 9, 2025 · Advisor changed firm · fact
- Doralee Grace Meyer left Wellacre Global Wealth Advisors for Merino Wealth Management (registered 2026-07-06)Nov 1, 2023 · Advisor changed firm · fact
- Wellacre Wealth Management, Llc filed its initial SEC registration (Form ADV)Dec 2, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 310-220-4946reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 310-231-5261reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/wellacre-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- wellacrewealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (310) 220-4946reportedpublic record, Form ADV, Feb 27, 2026
- Contact form
- wellacrewealth.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $52.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026