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Acute Investment Advisory, LLC

● SEC registered since 2022CRD 170368SEC# 801-126000Mesa, AZ
Export (members)
Reg. AUM
$200.3M
Employees
3
Accounts
1,510
Location
Mesa, AZ

Acute Investment Advisory, LLC assets under management

Acute Investment Advisory, LLC is an SEC-registered investment adviser based in Mesa, AZ. The firm has been registered since 2022. It reports $200.3 million in regulatory assets under management and employs 3 people.
www.facebook.com/acutewealthadvisorsView on SEC.gov ↗

Acute Investment Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
Damon B. Roberts ControlMember50-75%2014
Matthew J. Deaton ControlMember/Chief Compliance Officer50-75%2004

Frequently asked questions

How much does Acute Investment Advisory, LLC manage?

Acute Investment Advisory, LLC reports $200.3 million in regulatory assets under management on its Form ADV.

How many employees does Acute Investment Advisory, LLC have?

Acute Investment Advisory, LLC reports 3 employees.

Where is Acute Investment Advisory, LLC located?

Acute Investment Advisory, LLC is based in Mesa, AZ and has been SEC-registered since 2022.

Does Acute Investment Advisory, LLC disclose fund performance?

Acute Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4856 East Baseline Road, Suite 104, Mesa, AZ 85206
Phone480-620-6907
Fax800-537-4185
Office hours9:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$199.1M
Non-discretionary$1.2M
Total (RAUM)$200.3M