CRD: 332881
Acacia Grove Wealth Management
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-20-2024
- Office Locations
- 1
Office Locations
About Acacia Grove Wealth Management
Acacia Grove Wealth Management is an independent, fee-only RIA focused on retirees and near-retirees, providing retirement income strategy, tax-efficient investment management, and proactive tax, estate, and insurance planning. The firm emphasizes lifetime tax minimization and a dynamic “guardrails” retirement spending approach that adjusts withdrawals as portfolios change, with transparent quarterly advisory or hourly planning fees; custodies with Altruist.
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Owner & Executives
DARREN JAMES LEADER
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6257882
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,601,668 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,601,668 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,601,668
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,282,983,711 | 31.3% |
| Public Funds | $1,342,073,492 | 18.4% |
| Cash | $3,668,820,469 | 50.3% |
| Total | $7,293,877,672 | 100.0% |