Data / Investment advisers / Michigan / Acorn Wealth Advisors, LLC
Acorn Wealth Advisors, LLC, Grand Blanc, MI: $561 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Acorn Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Grand Blanc, Michigan and reports $561 million in regulatory assets under management in its Form ADV filed June 11, 2026. Its clients include individuals. It is paid through a percentage of assets under management, fixed fees and commissions.
The request: Watch Acorn Wealth Advisors, LLC (CRD number 170462): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 170462
- SEC file number
- 801-79211
- SEC status
- Approved, effective February 27, 2014
- Main office
- 8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439
- Phone
- (810) 953-4444
- Website
- acornwealthadvisors.com
- Regulatory AUM
- $561,359,388 in the Form ADV filed June 11, 2026
- Discretionary AUM
- $553,128,799
- Non discretionary AUM
- $8,230,589
- Accounts
- 2,132
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 809 | $561.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $561.4 million | March 3, 2026 |
| December 1, 2025 | $429.9 million | November 13, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Grand Wealth Management, LLC | Grand Rapids | $597.8 million | Not listed | adviserinfo.sec.gov |
| Voisard Asset Management Group | Grand Rapids | $589.4 million | Not listed | adviserinfo.sec.gov |
| Fsa Advisors, Inc. | Troy | $573.4 million | Not listed | adviserinfo.sec.gov |
| Alidade Capital, LLC | Bloomfield Hills | $564.9 million | 2 | adviserinfo.sec.gov |
| SGH Wealth Management | Lathrup Village | $561.8 million | Not listed | adviserinfo.sec.gov |
| John a. Wolfe & Associates, Inc. | Portage | $560.7 million | Not listed | adviserinfo.sec.gov |
| USA Financial Formulas Corporation | Ada | $534.4 million | Not listed | adviserinfo.sec.gov |
| White Pine Investment Co | Livonia | $532.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Acorn Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.