Data / Investment advisers / Arizona / Acrylic Financial, Inc.
Acrylic Financial, Inc., Fountain Hills, AZ: $73.5 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Acrylic Financial, Inc. is an SEC registered investment adviser with its main office in Fountain Hills, Arizona and reports $73.5 million in regulatory assets under management in its Form ADV filed May 1, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Acrylic Financial, Inc. (CRD number 288263): 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
- 288263
- SEC file number
- 801-123623
- SEC status
- Approved, effective April 6, 2022
- Main office
- 16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268
- Phone
- (833) 422-7954
- Website
- acrylicfinancial.com
- Regulatory AUM
- $73,548,448 in the Form ADV filed May 1, 2026
- Discretionary AUM
- $73,548,448
- Accounts
- 482
- Employees
- 21, of which 21 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $3,953,201
- Other offices
- 17
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- May 1, 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 |
|---|---|---|
| High net worth individuals | 29 | $40.5 million |
| Individuals (other than high net worth individuals) | 278 | $23.9 million |
| Pension and profit sharing plans | 9 | $5.3 million |
| Pooled investment vehicles | 1 | $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 | $73.5 million | March 3, 2026 |
| December 1, 2025 | $58.4 million | November 18, 2025 |
Other advisers in Arizona
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Miller Wealth Management | Gilbert | $100.4 million | Not listed | adviserinfo.sec.gov |
| Next Up Wealth Advisors, LLC | Scottsdale | $100.2 million | Not listed | adviserinfo.sec.gov |
| 3roots Wealth Partners LLC | Scottsdale | $92.6 million | Not listed | adviserinfo.sec.gov |
| Titan Capital Management | Scottsdale | $84.2 million | Not listed | adviserinfo.sec.gov |
| Vora Wealth Management, PLLC | Flagstaff | $74.8 million | Not listed | adviserinfo.sec.gov |
| Resq Investment Partners, LLC | Scottsdale | $65.8 million | Not listed | adviserinfo.sec.gov |
| Embark Wealth Management, LLC | Tempe | $57.4 million | Not listed | adviserinfo.sec.gov |
| Pangaea Ventures US Inc. | Scottsdale | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arizona
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Acrylic Financial, Inc. 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.