Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    509
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • 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
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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