Acorn Wealth Advisors, LLC
Firm details
- Headquarters
- Grand Blanc, Michigan
- CRD number
- 170462
- Registered since
- February 27, 2014
- Website
- www.acornwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Acorn Wealth Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2014. The firm serves individual and family clients and combines financial planning with discretionary portfolio management for individuals and small businesses. Its advisory scope also lists pension consulting services. The firm generates fees through a mix of percentage-of-AUM billing, fixed fees and commission-based products, and has licensed business activities as a real estate broker and insurance broker. The firm is owned by an individual (not a corporate owner) and is not positioned as a capital allocator. It does not identify as an active ESG investor in its filings and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds18%
- Private Funds2%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
1 of 1
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 5
James Barrett
Financial AdvisorCRD 3069397
Benjamin Oliver
Private Wealth AdvisorCRD 6381383
Christopher Russell
Experienced Financial AdvisorCRD 4476557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 241Active vs passive
$385M in ETFs
56%
$215M
35%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $27.7M | 623,542 | 7.18% |
Location
Grand Blanc, MI
Genesee
Location
Grand Blanc, MI
Headquartered in Grand Blanc, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Genesee
- Address
- 8305 S Saginaw St
- Time zone
- ET (UTC-5)
- Office locations
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