Acacia Grove Wealth Management

Overview

Acacia Grove Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills on a percentage-of-AUM basis while also offering hourly fees. Its advisory scope on the ADV includes financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. The firm reports it is not an active ESG investor, is not registered as a multi-state adviser, and does not function as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives