Julian Robert brideoake Scott
Investment adviser representative at Wellacre Global Wealth Advisors
10 yearsExperience
1 stateRegistered in
$104.3MFirm assets
Under 1 yearFirm in business
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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
10 years in the industry.
- Wellacre Global Wealth AdvisorsMar 2026 to now
- Generate Capital.Jul 2025 to now
- Mckinsey & Co.May 2020 to Jul 2025
- The Wharton School of the University of Pennsylvania | Mba ProgrAug 2019 to May 2021
- WayfairMay 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8243898
- Firm CRD
- 306770