Wealth manager, wrap-program sponsor · Schenectady, NY
Acacia Grove Wealth Management
Acacia Grove Wealth Management, LLC · SEC-registered investment adviser · CRD 332881 · SEC 801-136687
At a glance
Acacia Grove Wealth Management is an SEC-registered investment adviser based in Schenectady, New York, with $42 million in regulatory assets under management as of its Form ADV filed August 21, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 38 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 8,599th of 8,915 wealth managers and 15,990th of 17,210 SEC-registered advisers by assets.
Main office 518-217-5097acaciagrovewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $42M
- Rank among wealth managers
- #8,599 of 8,915
- Rank among all SEC RIAs
- #15,990 of 17,210
- Rank in New York
- #2,389 of 2,591
- Individual clients
- 38
- High-net-worth clients
- 13
- Accounts
- 136
- Discretionary
- 100% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 2
Owners and executives on its Form ADV
- Darren J. LeaderManaging Member, Founder, Owner, and Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 13 | $29M | 70% |
| Individuals | 25 | $13M | 30% |
Disciplinary disclosures
Acacia Grove Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗acaciagrovewealth.com ↗
AtlasMembers
The full record on Acacia Grove Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
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- Growth over one, three and five years
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- Rank against 1,172 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Acacia Grove Wealth Management manage?
Acacia Grove Wealth Management reports $42 million in regulatory assets under management across 136 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 21, 2026.
What kind of firm is Acacia Grove Wealth Management?
Acacia Grove Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Acacia Grove Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($29 million, 13 clients); individuals ($13 million, 25 clients).
Does Acacia Grove Wealth Management have any disciplinary history?
Acacia Grove Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Acacia Grove Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →