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- Custodian
- LPL Financial ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Legacy element
- Established Date
- 05-08-2015
- Office Locations
- 1
Office Locations
About Acclaro Wealth Management
Acclaro Wealth Management is a Walnut Creek, CA RIA focused on values-based financial planning, integrating human and financial capital into a goals-driven plan. The firm provides investment management and portfolio construction, with planning support across tax, estate, insurance, and charitable giving. Portfolios are primarily ETF-based; technology includes Orion and custody through LPL Financial.
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Owner & Executives
TIMOTHY HISAO OSHIMA
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5093207
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,567,738,518 | 19.5% |
| U.S. Government/Agency | $2,186,794,240 | 27.2% |
| Cash | $3,063,119,873 | 38.1% |
| Corporate - Investment Grade | $1,222,032,076 | 15.2% |
| Total | $8,039,684,707 | 100.0% |