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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $509.3M | $0 | $509.3M | 4 | 11 |
| Mar 2015 | $645.2M | $0 | $645.2M | 4 | 11 |
| Mar 2014 | $645.7M | $0 | $645.7M | 4 | 11 |
| Mar 2013 | $595.7M | $0 | $595.7M | 4 | 11 |
| Nov 2012 | $555M | $0 | $555M | 4 | 11 |
| Oct 2012 | $555M | $0 | $555M | 1 | 11 |
| Sep 2012 | $555M | $0 | $555M | 1 | 11 |
| Aug 2012 | $555M | $0 | $555M | 1 | 11 |
| Jun 2012 | $555M | $0 | $555M | 1 | 11 |
| Apr 2012 | $555M | $0 | $555M | 1 | 11 |
| Mar 2012 | $555M | $0 | $555M | 1 | 11 |
| Mar 2011 | $654.9M | $0 | $654.9M | 5 | -- |
| Jan 2008 | $719.9M | $113.6M | $606.3M | 5 | -- |
| Aug 2007 | $701.1M | $88.1M | $613M | 5 | -- |
| Feb 2007 | $701.1M | $88.1M | $613M | 5 | -- |
| Mar 2006 | $631.7M | $47.9M | $583.8M | 5 | -- |
DateMar 2016
Total AUM$509.3M
Discretionary$0
Non-Disc.$509.3M
Employees4
Clients11
DateMar 2015
Total AUM$645.2M
Discretionary$0
Non-Disc.$645.2M
Employees4
Clients11
DateMar 2014
Total AUM$645.7M
Discretionary$0
Non-Disc.$645.7M
Employees4
Clients11
DateMar 2013
Total AUM$595.7M
Discretionary$0
Non-Disc.$595.7M
Employees4
Clients11
DateNov 2012
Total AUM$555M
Discretionary$0
Non-Disc.$555M
Employees4
Clients11
DateOct 2012
Total AUM$555M
Discretionary$0
Non-Disc.$555M
Employees1
Clients11
DateSep 2012
Total AUM$555M
Discretionary$0
Non-Disc.$555M
Employees1
Clients11
DateAug 2012
Total AUM$555M
Discretionary$0
Non-Disc.$555M
Employees1
Clients11
DateJun 2012
Total AUM$555M
Discretionary$0
Non-Disc.$555M
Employees1
Clients11
DateApr 2012
Total AUM$555M
Discretionary$0
Non-Disc.$555M
Employees1
Clients11
DateMar 2012
Total AUM$555M
Discretionary$0
Non-Disc.$555M
Employees1
Clients11
DateMar 2011
Total AUM$654.9M
Discretionary$0
Non-Disc.$654.9M
Employees5
Clients--
DateJan 2008
Total AUM$719.9M
Discretionary$113.6M
Non-Disc.$606.3M
Employees5
Clients--
DateAug 2007
Total AUM$701.1M
Discretionary$88.1M
Non-Disc.$613M
Employees5
Clients--
DateFeb 2007
Total AUM$701.1M
Discretionary$88.1M
Non-Disc.$613M
Employees5
Clients--
DateMar 2006
Total AUM$631.7M
Discretionary$47.9M
Non-Disc.$583.8M
Employees5
Clients--