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 registered investment adviser formed in 2014 and structured as an LLC owned by an individual. The firm serves individual and family clients and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing, fixed fees and commission-based accounts. Outside of advisory services, the firm is active as a real estate broker and an insurance broker. Acorn does not identify as an ESG-focused investor and is not 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%
Contacts
3 of 6JAMES 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 215Active vs passive
$320M in ETFs
56%
$180M
35%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $21.7M | 557,655 | 6.76% |
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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