Acadia Wealth Advisors

Overview

Acadia Wealth Advisors is a small, equity-focused registered investment adviser that manages portfolios for individual and family clients and small businesses. The firm uses a percentage-of-assets fee model and concentrates its strategies on exchange-traded equities, making public equities the core of client portfolios. Advisory activity centers on discretionary portfolio management rather than pension consulting or multi-state institutional mandates. The firm is not positioned as an ESG investor and does not report multi-state adviser status. Owner control is individual, and the business runs from a single office, suggesting a boutique service model where client relationships and customized allocation decisions are prioritized over scale-based product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices