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Client Logins

WellAcre Investment Portal

Click here to access all your accounts and investment information.

Access Login

WellAcre Planning Portal

Click here to access your personal wealth planning tool. Use this tool to set goals, monitor your progress, and make informed financial decisions.

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TD Ameritrade

Log in to your TD Ameritrade account.

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Charles Schwab
Log in to your Charles Schwab account.

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An invitation-only platform available exclusively to the clients.


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We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

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Wellacre Global Wealth Advisors, Financial Planning Consultants, Santa Monica, CA