Acclaro Wealth Management

Acclaro Wealth Management (CRD# 183518) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $3,500,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1840 San Miguel Drive, 101, Walnut Creek, CA 94596
http://www.acclarowealth.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $700,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Acclaro Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Oshima, financial advisor Walnut Creek CA
Timothy H. Oshima
CRD#: 5093207
1840 San Miguel Drive, 101, Walnut Creek, CA 94596

Timothy Oshima (CRD# 5093207) is an Investment Advisor Representative working at Acclaro Wealth Management in Walnut Creek, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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