ACEEDA WEALTH MANAGEMENT, INC.

Overview

Aceeda Wealth Management, Inc. operates as a small, corporate investment adviser focused primarily on portfolio management for individuals, small businesses and institutional clients. The firm applies a fee model built around a percentage-of-AUM arrangement and can charge performance-based fees, signaling an active management stance for at least some client mandates. Investment activity centers on publicly traded equities, with filings identifying a clear preference for exchange-traded instruments as the dominant allocation. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Beyond day-to-day equity management, Aceeda engages third-party managers for alternative exposure, specifically real estate, and supplements equity holdings with mutual funds. The firm’s regulatory and business activity classification also lists accounting services as part of its business profile, indicating an adviser role that may be combined with tax or bookkeeping support for some clients.

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