RIA Intelligence

ACORN WEALTH ADVISORS, LLC

CRD #170462 SEC #801-79211 GRAND BLANC, MI 810-953-4444
SEC Registered
Total AUM
$429.9M
Discretionary
$415.4M
Employees
5
Clients
51
Accounts
1,223

AUM Over Time

DateNov 2025
Total AUM$429.9M
Discretionary$415.4M
Non-Disc.$14.5M
Employees5
Clients3
DateAug 2025
Total AUM$429.9M
Discretionary$415.4M
Non-Disc.$14.5M
Employees5
Clients3
DateJul 2025
Total AUM$429.9M
Discretionary$415.4M
Non-Disc.$14.5M
Employees5
Clients3
DateMar 2025
Total AUM$429.9M
Discretionary$415.4M
Non-Disc.$14.5M
Employees5
Clients3
DateAug 2024
Total AUM$377.2M
Discretionary$366.2M
Non-Disc.$11M
Employees5
Clients3
DateMar 2024
Total AUM$377.2M
Discretionary$366.2M
Non-Disc.$11M
Employees5
Clients3
DateFeb 2024
Total AUM$377.2M
Discretionary$366.2M
Non-Disc.$11M
Employees5
Clients3
DateNov 2023
Total AUM$325.7M
Discretionary$315.8M
Non-Disc.$9.9M
Employees5
Clients4
DateOct 2023
Total AUM$325.7M
Discretionary$315.8M
Non-Disc.$9.9M
Employees5
Clients4
DateMar 2023
Total AUM$325.7M
Discretionary$315.8M
Non-Disc.$9.9M
Employees5
Clients4
DateMar 2023
Total AUM$325.7M
Discretionary$315.8M
Non-Disc.$9.9M
Employees5
Clients4
DateFeb 2023
Total AUM$325.7M
Discretionary$315.8M
Non-Disc.$9.9M
Employees5
Clients4
DateJan 2023
Total AUM$333.3M
Discretionary$322.4M
Non-Disc.$11M
Employees5
Clients4
DateJan 2023
Total AUM$333.3M
Discretionary$322.4M
Non-Disc.$11M
Employees5
Clients4
DateJan 2023
Total AUM$333.3M
Discretionary$322.4M
Non-Disc.$11M
Employees5
Clients4
DateNov 2022
Total AUM$333.3M
Discretionary$322.4M
Non-Disc.$11M
Employees5
Clients4
DateJun 2022
Total AUM$333.3M
Discretionary$322.4M
Non-Disc.$11M
Employees5
Clients4
DateMar 2022
Total AUM$333.3M
Discretionary$322.4M
Non-Disc.$11M
Employees5
Clients4
DateDec 2021
Total AUM$335M
Discretionary$324.4M
Non-Disc.$10.6M
Employees7
Clients5
DateDec 2021
Total AUM$335M
Discretionary$324.4M
Non-Disc.$10.6M
Employees7
Clients5
DateNov 2021
Total AUM$335M
Discretionary$324.4M
Non-Disc.$10.6M
Employees7
Clients5
DateAug 2021
Total AUM$335M
Discretionary$324.4M
Non-Disc.$10.6M
Employees7
Clients5
DateJul 2021
Total AUM$335M
Discretionary$324.4M
Non-Disc.$10.6M
Employees7
Clients5
DateFeb 2021
Total AUM$335M
Discretionary$324.4M
Non-Disc.$10.6M
Employees7
Clients5
DateAug 2020
Total AUM$317.4M
Discretionary$308.3M
Non-Disc.$9.1M
Employees7
Clients5
DateJul 2020
Total AUM$317.4M
Discretionary$308.3M
Non-Disc.$9.1M
Employees7
Clients5
DateJun 2020
Total AUM$317.4M
Discretionary$308.3M
Non-Disc.$9.1M
Employees7
Clients5
DateMay 2020
Total AUM$317.4M
Discretionary$308.3M
Non-Disc.$9.1M
Employees7
Clients5
DateApr 2020
Total AUM$317.4M
Discretionary$308.3M
Non-Disc.$9.1M
Employees7
Clients5
DateMar 2020
Total AUM$317.4M
Discretionary$308.3M
Non-Disc.$9.1M
Employees7
Clients5
DateDec 2019
Total AUM$272.2M
Discretionary$263.9M
Non-Disc.$8.3M
Employees6
Clients16
DateSep 2019
Total AUM$272.2M
Discretionary$263.9M
Non-Disc.$8.3M
Employees6
Clients16
DateApr 2019
Total AUM$272.2M
Discretionary$263.9M
Non-Disc.$8.3M
Employees6
Clients16
DateMar 2019
Total AUM$272.2M
Discretionary$263.9M
Non-Disc.$8.3M
Employees6
Clients16
DateOct 2018
Total AUM$259M
Discretionary$242.9M
Non-Disc.$16.1M
Employees5
Clients30
DateMar 2018
Total AUM$259M
Discretionary$242.9M
Non-Disc.$16.1M
Employees5
Clients30
DateMar 2017
Total AUM$240.5M
Discretionary$231.9M
Non-Disc.$8.6M
Employees7
Clients500
DateMar 2017
Total AUM$240.5M
Discretionary$231.9M
Non-Disc.$8.6M
Employees7
Clients500
DateMay 2016
Total AUM$180.7M
Discretionary$171.6M
Non-Disc.$9.1M
Employees6
Clients500
DateMar 2016
Total AUM$180.7M
Discretionary$171.6M
Non-Disc.$9.1M
Employees6
Clients500
DateSep 2015
Total AUM$185.4M
Discretionary$178.3M
Non-Disc.$7.1M
Employees7
Clients500
DateMar 2015
Total AUM$185.4M
Discretionary$178.3M
Non-Disc.$7.1M
Employees7
Clients500
DateSep 2014
Total AUM$152M
Discretionary$150M
Non-Disc.$2M
Employees1
Clients0
DateJun 2014
Total AUM$152M
Discretionary$150M
Non-Disc.$2M
Employees1
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0