Investment adviser · CRD 135044

ACACIA WEALTH ADVISORS, LLC

Investment adviser filing (IA)

BEVERLY HILLS, CA, United States · Form ADV filed Mar 14, 2016

Regulatory AUM
$509M
Form ADV · Item 5.F
Client accounts
121
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 14, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

245 SOUTH BEVERLY DRIVE
BEVERLY HILLS, CA, 90212-3807, United States

CRD 135044

Filing source

Form ADV 990191 · Mar 14, 2016 · 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.