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).
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Total Assets Under Management509MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$4,209,034
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA
Amy Born (CRD# 2640905) is an Investment Advisor Representative working at Acacia Wealth Advisors, LLC in Beverly Hills, CA and has over 21 years of experience in the finance industry. Amy Born has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Meloni Hallock (CRD# 1337110) is an Investment Advisor Representative working at Acacia Wealth Advisors, LLC in Beverly Hills, CA and has over 19 years of experience in the finance industry.
Alev Lewis (CRD# 3101921) is an Investment Advisor Representative working at Acacia Wealth Advisors, LLC in Beverly Hills, CA and has over 19 years of experience in the finance industry.
Joseph Rosol (CRD# 6027352) is an Investment Advisor Representative working at Acacia Wealth Advisors, LLC in Beverly Hills, CA and has over 5 years of experience in the finance industry. Joseph Rosol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.