Overview
Assets Under Management: $101 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 27
Average Client Assets: $2.9 million
Frequently Asked Questions
ACUITY WEALTH MANAGEMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #231788), ACUITY WEALTH MANAGEMENT ADVISORS is subject to fiduciary duty under federal law.
ACUITY WEALTH MANAGEMENT ADVISORS is headquartered in LEXINGTON, KY.
ACUITY WEALTH MANAGEMENT ADVISORS serves 27 high-net-worth clients according to their SEC filing dated April 01, 2024. View client details ↓
According to their SEC Form ADV, ACUITY WEALTH MANAGEMENT ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ACUITY WEALTH MANAGEMENT ADVISORS manages $101 million in client assets according to their SEC filing dated April 01, 2024.
According to their SEC Form ADV, ACUITY WEALTH MANAGEMENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.52%
Average Client Assets: $2.9 million
Total Client Accounts: 330
Discretionary Accounts: 330
Regulatory Filings
CRD Number: 231788
Filing ID: 1859994
Last Filing Date: 2024-04-01 09:01:00