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, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm is SEC-registered (registration year 2014) and combines financial planning with discretionary portfolio management for individuals and small businesses; its stated advisory services also include pension consulting. In addition to advisory work, Acorn operates as a real estate broker and an insurance broker, and it charges a mix of percentage-of-AUM fees, fixed fees and commissions.
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
Team CEOCRD 1090963
Contacts
3 of 5
Christopher Russell
Experienced Financial AdvisorCRD 4476557
Benjamin Oliver
Private Wealth AdvisorCRD 6381383
Noah Morgan
Investment Advisor RepresentativeCRD 5425408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 238Active vs passive
$379M in ETFs
56%
$213M
33%
$166M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $31.3M | 704,448 | 8.26% |
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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