ACACIA WEALTH ADVISORS, LLC

BEVERLY HILLS, California·3 registered advisors·CRD# 135044

SEC# 801-64174310-246-0560

01

Firm Overview

AUM

$509M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ACACIA WEALTH ADVISORS, LLC

3 registered advisors

Alev Turkben Lewis

BEVERLY HILLS, California

BEVERLY HILLS, California

Meloni Midori Hallock

BEVERLY HILLS, California

05

Office Locations

BEVERLY HILLS, California

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Data sourced from SEC Form ADV filings. ACACIA WEALTH ADVISORS, LLC (CRD# 135044) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.