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.
Editorial director Fred Gabriel and senior columnist Jeff Benjamin say there's a disconnect between the big appetite for environmental, social and governance funds in 401(k) plans and their offering.
Latest news & opinion
Blucora is paying $180 million in stock for 1st Global, with 850 advisers.
Former brokers bringing charges related to stock losses during financial crisis have had 15 cases proceed, four stopped so far.
Acquisition would be in line with trend of record keepers seeking to gain scale to combat fee reduction.
Former brokers bringing charges related to stock losses during financial crisis have had 15 cases proceed, 4 stopped so far.
There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.