This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas harbor
- Established Date
- 11-26-2019
- Office Locations
- 1
Office Locations
About Acadia Investment Advisors LLC
Acadia Wealth Management, LLC is a Wayne, PA-based boutique led by President & CEO Aaron Sevigny, providing customized financial planning and ongoing wealth management for individuals, families, and small business owners. The firm supports retirement goal-setting, tax management, risk and estate strategies, and portfolio construction. Through its United Planners affiliation and custody at Schwab, it implements diversified portfolios using public funds, ETFs, and fixed-income exposure.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Eric Tornoe
Chief Compliance Officer, Managing Member
- CRD
- #7183412
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $42,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $248,908,448 | 8.2% |
| U.S. Government/Agency | $1,107,946,140 | 36.5% |
| Equity - Exchange | $525,136,116 | 17.3% |
| Cash | $494,781,427 | 16.3% |
| Municipal Bonds | $658,696,747 | 21.7% |
| Total | $3,035,468,878 | 100.0% |