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Acacia Wealth Advisors, LLC

Acacia Wealth Advisors, LLC is a RIA based in Beverly Hills, CA with $646M in AUM and with 4 advisors nationwide.

Advisors (4)

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Name Start Date
Amy Stacy Born Jan 2008
Alev Turkben Lewis Apr 2005
Meloni Midori Hallock Jul 2005
Joseph Lee Rosol Feb 2012
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$645.7M
Total Assets
123
Accounts
$5.2M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   Acacia Wealth Management, Inc. (75% or more)
  •   Executives with less than 5% share each

*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.

Executives and Control Persons

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Name Title Tenure Date
Alev Turkben Lewis President/Chief Operating Officer/Chief Compliance Officer 03/01/2005
Meloni Midori Hallock Chief Executive Officer 07/01/2005

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
245 South Beverly Drive
Beverly Hills , CA 90212-3807
Phone Number: 310-246-0560

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees