Overview
Assets Under Management: $200 million
Headquarters: MESA, AZ
High-Net-Worth Clients: 2
Average Client Assets: $63 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.61
Average High-Net-Worth Client Assets: $63 million
Total Client Accounts: 1,510
Discretionary Accounts: 1,508
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 170368
Filing ID: 1934013
Last Filing Date: 2025-03-03 20:53:00
Website: https://acutewealthadvisors.com