Golden Acre Wealth Management

Overview

Golden Acre Wealth Management is a small, independent RIA structured as an LLC that provides financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm leans toward fee-based relationships (percentage of AUM, hourly, and fixed fees) and signals an ESG orientation, indicating environmental, social, and governance criteria are considered in investment selection. Client focus is primarily individual and family households rather than institutional or pension clients. Investment activity centers on public pooled vehicles—mutual funds and similar public funds—rather than proprietary products or broad capital allocation into private markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices