|Acacia Wealth Advisors, LLC is a RIA based in Beverly Hills, CA with $596M 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|
*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.
- 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.
|Alev Turkben Lewis||President/Chief Operating Officer/Chief Compliance Officer||03/01/2005|
|Meloni Midori Hallock||Chief Executive Officer||07/01/2005|
No firm affiliates listed.
245 South Beverly Drive
Beverly Hills , CA 90212-3807
Types of Compensation Arrangements
- Percentage of Assets
- Fixed Fees