About WellAcre Global Wealth Advisors

WellAcre Global Wealth Advisors is a highly regarded financial advisory firm known for its exceptional service and expertise. The firm has consistently exceeded client expectations with its attentive, responsive, and proactive approach. Clients appreciate the team's commitment to their best interests, whether managing personal financial portfolios or business finances. The staff is recognized for their extensive knowledge and willingness to assist in various ways, making them stand out as top advisors. The firm’s head and the entire team are praised for their outstanding service, superb customer care, and integrity. Adam, in particular, is noted for his first-class mind about finances, leveraging his expertise and curiosity to help clients achieve their financial goals. Clients feel genuinely valued and part of an extended family, where their financial and personal well-being is prioritized. There is a strong emphasis on clear communication and a complete absence of negative interactions. WellAcre is recommended without reservation for anyone seeking guidance in the complex world of investing and wealth management, as they create actionable and attainable plans tailored to individual goals and situations. With WellAcre in their corner, clients feel confident about their financial futures, including retirement.

Photos

Add a Photo
WellAcre Global Wealth Advisors
View All Photos

Reviews for WellAcre Global Wealth Advisors

Write a review
  • Nov 2025

    WellAcre really gave me some great advice for navigating my SAG pension. They are conversant with the uniqueness of this particular plan as it is different than others. Adam and Fenimore are great and Adam’s podcasts are very informative!

  • Apr 2025

    My partner and I have been clients of Adam for several years, and we couldn’t be more pleased with the exceptional service he and his team provide. They are consistently attentive to our needs, and we have complete confidence in Adam's ability to make the best financial decisions on our behalf. Adam and his team do an excellent job of keeping us informed, and after every meeting, we always feel reassured and positive about how our investments are being managed.

    What truly sets Adam apart is his deep knowledge of the entertainment industry, which has been invaluable for us. His understanding of the unique financial challenges and opportunities within this space...read full review

  • Feb 2025

    I have been a client for 4 years now and have been very impressed with Adam and his team’s high level of technical experience, professionalism, attention to detail and prompt communication.

    It is rare that I come across great customer experience. Wellacre is exceptional! Thank you!

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Location

520 Broadway #200, Santa Monica

Directions Appointment Call Suggest an Edit