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ACUITY WEALTH MANAGEMENT ADVISORS

LEXINGTON, KY · CRD 231788 · IAPD ↗ · 859-492-7405

$101.4MRegulatory AUM
1Advisory reps
2Employees
1Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2024 — ACUITY WEALTH MANAGEMENT ADVISORS (LEXINGTON, KY) left the SEC roster (was $101.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.