Investment adviser · CRD 332881
ACACIA GROVE WEALTH MANAGEMENT
Investment adviser filing (IA)
ACACIA GROVE WEALTH MANAGEMENT, LLC
SCHENECTADY, NY, United States · Form ADV filed Aug 21, 2026
- Regulatory AUM
- $41.6M Form ADV · Item 5.F
- Client accounts
- 136 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 13 | $28,940,406 | 69.6% |
| Individuals | 25 | $12,661,262 | 30.4% |
Filing source
Form ADV 2127564 · Aug 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
242 UNION STREET, #8SCHENECTADY, NY, 12305, United States
CRD 332881
Filing source
Form ADV 2127564 · Aug 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.