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ACACIA GROVE WEALTH MANAGEMENT

SCHENECTADY, NY · CRD 332881 · IAPD ↗ · acaciagrovewealth.com · 518-217-5097

$41.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — ACACIA GROVE WEALTH MANAGEMENT (SCHENECTADY, NY) is newly SEC-registered with $41.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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