WellAcre Global Wealth Advisors
Financial Services • 
Santa Monica, California, United States • 1-10 Employees
Company overview
| Headquarters | 520 Broadway, 200, Santa Monica, California 90401, US |
| Phone number | +13102315261 |
| Websites | |
| NAICS | 52 |
| Keywords | Comprehensive Financial Planning, Investing, Wealth Management, Wealth Advisors, Portfolio Management, Investment Management, Life Insurance Planning, Pension Planning, Stock Market Analysis, Expats, Financial Risk Management, Fee-Only Financial Planning, Wealth Preservation Planning, Real Estate And Mortgages, Estate Planning And Management, Union Benefits, Corporate Retirement Accounts, Executive Compensation Planning And Consultation, Global Wealth Advisors, Global Wealth Planning, Personal Retirement Accounts, Stock Holding Requirements, Entertainment Professionals Services |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contact at WellAcre Global Wealth Advisors
Adam Scott
Founder/Principal
WellAcre Global Wealth Advisors Email Formats
WellAcre Global Wealth Advisors uses 2 email formats. The most common is {first name} (e.g., john@wellacrewealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@wellacrewealth.com | 66.7% |
{first initial} | j@wellacrewealth.com | 33.3% |
About WellAcre Global Wealth Advisors
WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management. Our founder's background in the entertainment industry gives WellAcre a special edge in understanding the financial needs of those in this field. We’re uniquely equipped to offer insights and tools that are tailor-made for entertainment professionals. We get it — your industry demands a lot, from long hours to little free time. Our aim is to make your financial management easier, helping you build the secure financial future you work so hard for. Your wealth, well planned. SERVICES WE PROVIDE: 📊Comprehensive Financial Planning | Financial Risk Management 👪Estate Planning & Management 💰Wealth Management | Wealth Preservation Planning ☂️Risk Management (Property & Casualty, Personal Umbrella, Business Insurance) 👴🏻Retirement Accounts – Corporate Sponsored (401k, DB Plans, Profit Sharing) 👵🏼Personal Retirement Accounts (IRAs, SEP, Simple) 👨👩👧👧Life Insurance Planning 📊Portfolio Management (Asset Allocation, Investment Selection, Tax-Efficient Asset Location, Risk Mitigation, Portfolio Re-balancing) 📈Stock Holding Requirements | Stock Management | Stock Market Analysis 👨💼Executive Compensation Planning & Consultation - Stock Options, Restricted Stock (RSUs), Performance Stock (PSUs), Deferred Compensation Plans (DCP) 🏡Real Estate & Mortgages
WellAcre Global Wealth Advisors revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
WellAcre Global Wealth Advisors has 1 employees across 1 departments.
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Number of employees
Funding Data
WellAcre Global Wealth Advisors has never raised funding before.
WellAcre Global Wealth Advisors Tech Stack
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Frequently asked questions
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