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⚲
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| Acacia Grove Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 332881 |
| SEC # | 801-136687 |
| CIK # | |
| AUM | $41.6 M (2026-06-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-217-5097 |
| Address | 242 Union Street Schenectady, NY 12305 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 12.7 |
| (b) Individuals (high net worth individuals) | 13 | 28.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 136 | 41.6 |
| By Discretionary | ||
| Discretionary | 136 | 41.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 136 | 41.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 41.6 | |
| Total | 136 | 41.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Franklin Parker Financial LLC
✚
|
0.0 | |
|
A & L Personal Business Management LLC
✚
|
0.0 | |
|
MW Investment Strategy
✚
|
CA | 0.0 |
|
Generation PMCA Corp
✚
|
0.0 | |
|
Guide Wealth Management LLC
✚
|
0.0 | |
|
American Northwest Advisory Services LLC
✚
|
WA | 0.0 |
|
McNeill Capital LLC
✚
|
NY | 0.0 |
|
II Technology LLC
✚
|
TX | 0.0 |
|
Arcap Partners LLC
✚
|
NY | 0.0 |
|
Lighthouse Swiss Wealth Advisors AG
✚
|
0.0 |