Acacia Grove Wealth Management

Overview

Acacia Grove Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owner-operated and serves primarily individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. Compensation is by a percentage of assets under management and by hourly fees. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices