|Acacia Wealth Advisors, LLC is a RIA based in Beverly Hills, CA with $645M in AUM and with 4 advisors nationwide.|
|Amy Stacy Born||Jan 2008|
|Alev Turkben Lewis||Apr 2005|
|Meloni Midori Hallock||Jul 2005|
|Joseph Lee Rosol||Feb 2012|
No ETF holdings data available.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Meloni Midori Hallock||Chief Executive Officer||07/01/2005|
|Alev Turkben Lewis||President/Chief Operating Officer||03/01/2005|
|Amy Stacy Born||Chief Compliance Officer||11/01/2012|
No firm affiliates listed.
245 South Beverly Drive
Beverly Hills , CA 90212-3807