Acorn Wealth Advisors, LLC
Firm details
- Headquarters
- Grand Blanc, Michigan
- CRD number
- 170462
- Registered since
- February 27, 2014
- Website
- www.acornwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Acorn Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and operating as a client-facing wealth manager for individuals and families. The firm is individually owned and has been SEC-registered since 2014. Its advisory services include comprehensive financial planning, portfolio management for individual and small-business clients, and pension consulting. Acorn also operates as a real estate broker and an insurance broker, and its fee arrangements include assets-under-management fees, fixed-fee engagements, and commission-based business tied to brokerage or insurance products. The firm does not present itself as a capital allocator or multi-state adviser, and it is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds18%
- Private Funds2%
- Cash & Cash Equivalents2%
- Other1%
Contacts
3 of 6
James Barrett
Financial AdvisorCRD 3069397
Benjamin Oliver
Private Wealth AdvisorCRD 6381383
Christopher Russell
Experienced Financial AdvisorCRD 4476557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 215Active vs passive
$320M in ETFs
56%
$180M
35%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $21.7M | 557,655 | 6.76% |
Location
Grand Blanc, MI
Genesee
Location
Grand Blanc, MI
Headquartered in Grand Blanc, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Genesee
- Address
- 8305 S Saginaw St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Mainstay Capital Management, LLC
RIAGrand Blanc, MI
Wealth For You Financial, LLC
RIAGrand Blanc, MI
Retirement Capital Services LLC
RIAGrand Blanc, MI
Quayle Financial Group, LLC
RIAGrand Blanc, MI
SGH Wealth Management
RIALathrup Village, MI
John A. Wolfe & Associates, Inc.
RIAPortage, MI