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ACACIA GROVE WEALTH MANAGEMENT
ACACIA GROVE WEALTH MANAGEMENT, LLC
CRD 332881 · SEC 801-136687
242 UNION STREET, #8, SCHENECTADY, NY, 12305, United States
Phone
518-217-5097
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$41.6M
Discretionary AUM
$41.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $12.7M |
| High net worth individuals | 13 | $28.9M |
All web addresses on file
Official SEC filing: View on IAPD