FormDSignal
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Acacia Grove Wealth Management registers with the SEC (Schenectady, NY)

New SEC-registered adviser · CRD 332881 · 801-136687 · effective 2026-08-27

Effective 2026-08-27. 1 employee (1 advisory), $42M regulatory AUM across 136 accounts. Notice-filed in NH, NY. Limited Liability Company (NY).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance