Acute Investment Advisory

RIASEC Registered

Total AUM

$238M

Discretionary

$238M

100% of AUM

Avg account

$149K

Accounts

1,605

Employees

4

Advisory reps

4

Firm details

Headquarters: Mesa, Arizona
CRD number: 170368
Registered since: July 1, 2022
Website: acutewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: Individuals66.89%
HNWI33.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Acute Investment Advisory is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2022. The firm positions itself as a capital allocator for individual and family clients, combining financial planning with portfolio management for individuals, small businesses and institutional/business clients. Services include selecting outside advisers when appropriate. Fees are charged primarily as a percentage of AUM, with additional fee arrangements described as “other.” The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds73%
Derivatives27%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 18

Active vs passive

$8.5M in ETFs

Passive

100%

$8.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY)	State Street	Passive	High Yield Bond	$767K	33,958	8.98%

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Primary office

Mesa, AZ

Maricopa

Location

Mesa, AZ

Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area: Phoenix-Mesa, AZ
Region: West
County: Maricopa
Address: 4856 E Baseline Rd
Time zone: MT (UTC-7)
Office locations

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