ACACIA WEALTH ADVISORS, LLC
CRD #135044 SEC #801-64174 BEVERLY HILLS, CA 310-246-0560
SEC Registered
Total AUM
$509.3M
Discretionary
$0
Employees
4
Clients
11
Accounts
121
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BORN, AMY, STACY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BORN, AMY, STACY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BORN, AMY, STACY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BORN, AMY, STACY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BORN, AMY, STACY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLOCK, MELONI, MIDORI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | CHIEF OPERATING OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, ALEV, TURKBEN | I | PRESIDENT/CHIEF OPERATING OFFICER | NA | Control |
| RIKER, KERRIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RIKER, KERRIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| ACACIA WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| BARODA VENTURES LLC | DE | ACACIA WEALTH MANAGEMENT, INC. | F | |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | D | Control |
| HALLOCK, MELONI, MIDORI | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
| LEWIS, ALEV, TURKBEN | I | ACACIA WEALTH MANAGEMENT, INC. | C | Control |
Registrations
Federal
IA
Mar 14, 2016 REGISTERED
Notice Filings (1)
CA
Address
245 SOUTH BEVERLY DRIVEBEVERLY HILLS, CA 90212-3807
United States
Phone: 310-246-0560