Adam Scott
Wellacre Global Wealth Advisors · Santa Monica, California
Adam Scott is a fee-only financial advisor at Wellacre Global Wealth Advisors in Santa Monica, California, who holds the CFP credential. Wellacre Global Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wellacre Global Wealth Advisors |
|---|---|
| Based in | Santa Monica, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $104.3M across 245 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5630251 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wellacrewealth.com |
| Profile |
How Adam's firm compares
- Wellacre Global Wealth Advisors's average account is about $426,000, from its Form ADV (assets managed divided by 245 accounts).
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Questions about Adam
Is Adam Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Wellacre Global Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Wellacre Global Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Scott based?
Adam Scott is based in Santa Monica, California.
What credentials does Adam Scott hold?
Adam Scott holds the CFP credential.
Is Adam Scott registered with the SEC?
Yes. Adam Scott is registered as an investment adviser representative in CA (CRD 5630251), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wellacre Global Wealth Advisors manage?
Wellacre Global Wealth Advisors reports $104.3M across 245 accounts in assets under management.
How do I contact Adam Scott?
Through Adam's website, wellacrewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Monica
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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