Acacia Wealth Advisors
245 South Beverly Drive
Beverly Hills, CA 90212-3807
No. advisers: 4
In the News
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.
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...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
For comments or suggestions about the Adviser Center, please contact us.
Fintech and sustainable investing are two factors being watched closely by some of the 2019 class of InvestmentNews' 40 Under 40.
Members of the 2019 InvestmentNews class of 40 Under 40 have strategies to overcome the challenges of being young in a mature industry.
Latest news & opinion
Our 40 Under 40 project, now in its sixth year, highlights young talent in the financial advice industry. These individuals illustrate the tremendous potential of those coming up in the profession. These stories will surprise, entertain, educate and inspire.
The secretary of the commonwealth is proposing a fiduciary standard in response to an SEC investment-advice rule he views as too weak.
Here are some books that will keep you informed and entertained during summer's downtime
There's never been a better time to do a Roth conversion, and here are several ways to go about it.
Company is offering clients complimentary, two-year membership to an identity theft protection and credit monitoring service.