Acacia Wealth Advisors

Acacia Wealth Advisors

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245 South Beverly Drive

Beverly Hills, CA 90212-3807

310-246-0560

acaciawealth.com

No. advisers: 4

AUM: $509,293,132

In the News

Financial planning for entrepreneurs and business owners

May 23, 2018 - What does it take to provide financial planning for business owners and entrepreneurs. Alev Lewis of Acacia Wealth Advisors at HighTower says advisers have to be creative to work well with this niche of clients.

HighTower adds Beverly Hills-based RIA with $500M in assets

July 6, 2016 - HighTower has acquired Acacia Wealth Advisors, a boutique multi-family office in Beverly Hills, Calif., overseeing more than $500 million in assets. The acquisition marks a record-setting first half of the year for HighTower, with eight new teams joining...

    Notes
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