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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation matrixNorth +more
- Established Date
- 05-05-2014
- Office Locations
- 1
Office Locations
About Acute Investment Advisory
Acute Wealth Advisors (Acute Investment Advisory) is an Arizona-based fiduciary firm serving retirees and pre-retirees in the Phoenix area with retirement-focused financial planning and tax-aware strategies to help protect and grow wealth. The firm also offers an Acute Private Wealth division for clients with $5M+ net worth and publishes investor education through its “Success in the New Retirement” book and podcast (Feedspot top-50, 2025).
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Owner & Executives
MATTHEW J. DEATON
Chief Compliance Officer
- CRD
- #6298275
- Ownership
- 50% but less than 75%
DAMON B. ROBERTS
Wealth Advisor
- CRD
- #6298279
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ABBEY ELIZABETH BRENNAN
Wealth Advisor
- CRD
- #5102728
Reed Porter Nelson
Investment Advisor Representative
- CRD
- #8109357
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,432,347 | $148,556 |
| Non-Discretionary | $0 | -- |
| Total | $238,432,347 | $148,556 |
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Separately Managed Accounts
Total SMA Asset: $238,432,347
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $909,773,654 | 44.2% |
| Derivatives | $1,148,537,781 | 55.8% |
| Total | $2,058,311,435 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY CATALYST EMBER | CAPITAL DELTA | 5OVE8LPAX | OSQK | 2.72% | $22,074,953 |
| QUANTUM GLACIER DELTA | HARBOR TIMBER | TNP3DKE1U | AQP | 1.26% | $91,409,779 |
| PATHWAY FUSION | SUMMIT VERTEX | AE2LRRTU5 | SKHOG | 7.67% | $114,044,641 |
| VERTEX SUMMIT CREST | VERTEX FRONTIER | 2C8WFSSNB | IKQWN | 2.40% | $77,498,623 |
| BEACON CREST SUMMIT | FRONTIER VERTEX | EK0FDJCRZ | WXIL | 10.78% | $95,069,336 |
| FRONTIER HORIZON | RADIAL GLACIER | S2PKAGT7H | KAP | 8.57% | $36,826,069 |
| INSIGHT SUMMIT HORIZON | FOUNDATION VALUE | CKF3CDUC0 | VDV | 11.84% | $20,685,877 |
| VECTOR ELEMENT MOMENTUM | QUANTUM PEAK | NJ2R1FKLC | ESDVM | 8.97% | $45,391,971 |