ACACIA GROVE WEALTH MANAGEMENT

Overview

Acacia Grove Wealth Management is an independent registered investment adviser focused on serving individual and family clients through fee-based planning and portfolio management. The firm operates as a limited liability company owned by an individual and manages client portfolios on a discretionary basis. Its advisory mix combines percentage-of-AUM billing with hourly planning fees, signaling a hybrid service model that pairs ongoing investment management with project-based financial planning. Equities are the clear center of gravity for portfolio construction, with an emphasis on exchange-traded instruments. The firm also incorporates third-party alternative managers across hedge funds, real estate, commodities and oil & gas to broaden return streams and provide diversification. Advisory activities include financial planning and portfolio management for individuals, small businesses, and institutions, but the practice appears primarily retail- and family-focused rather than institutional or pension consulting.

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Location & Offices