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Acorn Wealth Advisors, LLC

● SEC registered since 2014CRD 170462SEC# 801-79211Grand Blanc, MI
Export (members)
Reg. AUM
$429.9M
Employees
5
Accounts
1,223
Location
Grand Blanc, MI

Acorn Wealth Advisors, LLC assets under management

Acorn Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Grand Blanc, MI. The firm has been registered since 2014. It reports $429.9 million in regulatory assets under management and employs 5 people.
www.acornwealthadvisors.comView on SEC.gov ↗

Acorn Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gery Joseph Sadzewicz ControlCcoUnder 5%2014
Noah C Morgan ControlPrincipalUnder 5%2025
Todd Paul Tarantino ControlCeo & Managing MemberOver 75%2014

Frequently asked questions

How much does Acorn Wealth Advisors, LLC manage?

Acorn Wealth Advisors, LLC reports $429.9 million in regulatory assets under management on its Form ADV.

How many employees does Acorn Wealth Advisors, LLC have?

Acorn Wealth Advisors, LLC reports 5 employees.

Where is Acorn Wealth Advisors, LLC located?

Acorn Wealth Advisors, LLC is based in Grand Blanc, MI and has been SEC-registered since 2014.

Does Acorn Wealth Advisors, LLC disclose fund performance?

Acorn Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8305 S. Saginaw Street, Suite 2, Grand Blanc, MI 48439
Phone810-953-4444
Fax810-953-4400
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$415.4M
Non-discretionary$14.5M
Total (RAUM)$429.9M