CRD: 170462
Acorn Wealth Advisors, LLC
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- Custodian
- American Funds · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 3
Office Locations
About Acorn Wealth Advisors, LLC
Acorn Wealth Advisors is an independent, fee-based RIA in Grand Blanc, MI providing wealth management and retirement planning, combining comprehensive financial planning with custom portfolio design and ongoing management. Serves retail clients including retirees and business owners, often implementing portfolios with ETFs and mutual funds. Leverages eMoney for planning and custody through Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
TODD PAUL TARANTINO
Certified Financial Planner, Chief Executive Officer, Managing Member
- CRD
- #2189943
- Ownership
- 75% or more
NOAH C MORGAN
Certified Financial Planner, PRINCIPAL
- CRD
- #5425408
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JAMES JOSEPH BARRETT JR
Financial Advisor
- CRD
- #3069397
BENJAMIN DEAN OLIVER
Private Wealth Advisor
- CRD
- #6381383
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $553,128,799 | $260,787 |
| Non-Discretionary | $8,230,589 | $748,235 |
| Total | $561,359,388 | $263,302 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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