$41.2M Total AUM
$41.2M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2010
- Office Locations
- 1
Office Locations
-- Charlottesville VA
About Acadia Wealth Advisors
Acadia Wealth Advisors is a Charlottesville, VA RIA serving individuals, professionals, and executives with private-client financial planning and ongoing portfolio guidance. The firm emphasizes personalized, flexible asset-allocation strategies using data-driven models, aiming for steady growth with liquidity in mind. Portfolios are implemented primarily with ETFs (SMA-based), with custody support including Charles Schwab.
Team overview
-- AVG AGE
$41.2M AVG AUM / ADVISOR
$823.6K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JEROME-FRANCIS SCHLEY GRISTINA
President
- CRD
- #2649925
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,182,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,182,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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