Acorn Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Blanc, MI. Its latest Form ADV filing, dated March 3, 2026, reports $561M in regulatory assets under management, 5 employees, 2 offices, and 2,132 accounts.
Assets Under Management
$561M
Employees
5
Offices
2 offices
Total Clients
809
Primary office
GRAND BLANC, MI
8305 S. SAGINAW STREET, SUITE 2, GRAND BLANC, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
809
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$561Mas of March 3, 2026
Discretionary98.5%
$553M
99% of total RAUM98.5%
Non-discretionary1.5%
$8M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$561M
Total Accounts2,132
10Y AUM Change+$321M (+133.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee162:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.