Wellacre Global Wealth Advisors

Overview

Wellacre Global Wealth Advisors was founded in 2020 by Mark Wellacre, establishing the firm in Santa Monica as a fiduciary advisory practice built for founders, executives, and families managing concentrated equity positions. The practice emerged during the pandemic-era wealth creation wave, targeting a client base that required more than traditional brokerage allocation models — specifically, integration of alternative assets with tax-aware portfolio construction. Investment strategy spans direct real estate, private credit, hedge fund allocations, and private equity co-investments, deployed primarily across North American markets. The firm structures its alternatives access through a combination of fund commitments and direct co-investment vehicles, with an emphasis on income-producing real assets and opportunistic credit strategies. Clients gain exposure through separately managed accounts and bespoke fund structures rather than commingled retail products. The advisory team operates from Santa Monica, with a lean professional staff sized for a boutique family-office model. The firm maintains no disclosed philanthropic foundation or adjacent club network. As of mid-2026, no recent operational events — fund closings, promotions, or office openings — have been publicly reported. Wellacre's structural posture is defined by its founding moment: a post-2020 RIA using the multi-family-office label to compete for tech wealth that might otherwise drift toward larger private banks or established Silicon Valley advisory shops. The firm's independence from a wirehouse or asset-gathering platform is its primary differentiator, positioning it as an unconflicted fiduciary at a scale that remains deliberately below institutional radar. WELLACRE GLOBAL WEALTH ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-27, it reported 2 employees; 245 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.