ACROPOLIS PARTNERS, LLC

Overview

Acropolis Partners, LLC is a small, owner-operated wealth advisory firm that acts as a capital allocator for individual, family and select institutional clients. The firm provides discretionary portfolio management for individuals and small businesses and performs selection of other advisers when clients need access to specialist managers or third‑party strategies. Its business model is fee‑based, charging a percentage of assets under management, and it runs a fully discretionary book equal to its reported AUM. Investment preferences tilt toward pooled public funds and mutual funds as core building blocks, supplemented by delegated manager relationships when a strategy requires outside expertise. The adviser does not position itself as an active ESG investor and is organized to serve a concentrated client base rather than a broad multi‑state network. The firm also lists an affiliation with an insurance company, which may influence distribution or product access in some client solutions.

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Location & Offices