No longer SEC-registered. Acacia Grove Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$41.6M
Employees
1
Accounts
136
Location
Schenectady, NY
Acacia Grove Wealth Management, LLC assets under management
Acacia Grove Wealth Management, LLC is an investment advisory firm registered with the SEC based in Schenectady, NY. It reports $41.6 million in regulatory assets under management and employs 1 people.
How much does Acacia Grove Wealth Management, LLC manage?
Acacia Grove Wealth Management, LLC reports $41.6 million in regulatory assets under management on its Form ADV.
How many employees does Acacia Grove Wealth Management, LLC have?
Acacia Grove Wealth Management, LLC reports 1 employees.
Where is Acacia Grove Wealth Management, LLC located?
Acacia Grove Wealth Management, LLC is based in Schenectady, NY.
Does Acacia Grove Wealth Management, LLC disclose fund performance?
Acacia Grove Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.