WELLACRE GLOBAL WEALTH ADVISORS

Overview

Wellacre Global Wealth Advisors is an independent registered investment adviser organized as a limited liability company that serves both individual & family clients and institutional accounts. The firm runs discretionary portfolios and provides fee-based financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its stated investment preference is equity-focused, with the largest single asset class held in exchange-traded equities and ETFs. Wellacre is not positioned as a capital allocator or fund sponsor; instead it allocates client capital across liquid public markets and selected third‑party alternative managers. Fee arrangements include a percentage-of-AUM model along with fixed-fee engagements, reflecting work for both ongoing portfolio management and stand‑alone planning or consulting assignments. The firm does not characterize itself as an active ESG investor and operates under independent ownership.

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