# Wellacre Global Wealth Advisors

Wellacre Global Wealth Advisors is a Bank / Wealth / Trust based in Santa Monica, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** Santa Monica, CA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** wellacrewealth.com
- **LinkedIn:** https://www.linkedin.com/company/wellacre-wealth

## Regulatory record

- **CRD number:** 306770
- **SEC file number:** 801-135444
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306770

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## People

- Mark Wellacre — Founder & CEO

## Questions

### Who founded Wellacre Global Wealth Advisors and what is his background?

Mark Wellacre founded the firm in 2020 and serves as its CEO. Public records indicate the practice was built to serve high-net-worth individuals and organizations from a fiduciary registered investment adviser structure based in Santa Monica, California.

### How does Wellacre structure client access to alternative investments?

The firm uses a combination of direct co-investments, fund commitments, and separately managed accounts to deliver alternatives exposure. Its focus areas include direct real estate, private credit, hedge fund allocations, and private equity co-investments, avoiding commingled retail fund structures in favor of bespoke client-level vehicles.

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Last updated: 2026-06-03T20:00:00.000Z

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