Adam Pierson Scott
Investment adviser representative at Wellacre Global Wealth Advisors
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$104.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wellacre Global Wealth AdvisorsJan 2020 to now
- Wellacre Wealth Management LLCJan 2020 to now
- Westside Investment Management, LLCJul 2010 to Jan 2020
- LPL Financial LLCJan 2009 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wellacre Global Wealth Advisors
Legal name: Wellacre Wealth Management, LLC
$104.3MAssets managed
93Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5630251
- Firm CRD
- 306770