Acorn Wealth Advisors, LLC
● SEC registered since 2014CRD 170462SEC# 801-79211Grand Blanc, MI
Reg. AUM
$561.4M
Employees
5
Accounts
2,132
Location
Grand Blanc, MI
About Acorn Wealth Advisors
Acorn Wealth Advisors is an independent, fee-based registered investment advisor offering wealth management and retirement planning. The team helps clients identify, plan for, and achieve financial goals with holistic planning, investment selection and monitoring, risk management, and multigenerational coordination. As an independent practice, it answers only to its clients.
Summary based on the firm’s website.
Acorn Wealth Advisors, LLC assets under management
Acorn Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Grand Blanc, MI. The firm has been registered since 2014. It reports $561.4 million in regulatory assets under management and employs 5 people.
Acorn Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gery Joseph Sadzewicz | Cco | Under 5% | 2014 |
| Noah C Morgan Control | Principal | Under 5% | 2025 |
| Todd Paul Tarantino Control | Ceo & Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Acorn Wealth Advisors, LLC manage?
Acorn Wealth Advisors, LLC reports $561.4 million in regulatory assets under management on its Form ADV.
How many employees does Acorn Wealth Advisors, LLC have?
Acorn Wealth Advisors, LLC reports 5 employees.
Where is Acorn Wealth Advisors, LLC located?
Acorn Wealth Advisors, LLC is based in Grand Blanc, MI and has been SEC-registered since 2014.
Does Acorn Wealth Advisors, LLC disclose fund performance?
Acorn Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8305 S. Saginaw Street, Suite 2, Grand Blanc, MI 48439 |
| Phone | 810-953-4444 |
| Fax | 810-953-4400 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$561.4M▲ 31%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$561.4Mregulatory AUM
Discretionary $553.1MNon-discretionary $8.2M