Acacia Wealth Advisors, LLC
Acacia Wealth Advisors, LLC (CRD# 135044) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $509,293,132 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Acacia Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management509MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$4,209,034
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Acacia Wealth Advisors, LLC
No Advisor Found.
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