Acacia Wealth Advisors key facts
- Acacia Wealth Advisors is a family office based in Beverly Hills, California.
About Acacia Wealth Advisors
Acacia Wealth Advisors (Acacia) was an independent multi-family office based in Beverly Hills, California. Established in 2005 by Meloni Hallock and Alev Lewis, the firm provided integrated investment consulting and financial planning services to entrepreneurs, business owners, and their families and ultra-high-net-worth individuals. The firm was a Securities and Exchange Commission registered investment advisor. The assets of the firm were managed and governed by an executive management team. The firm was acquired by HighTower in 2016.
Is this your firm? Sign in with your work email to keep it current, or tell us what's wrong.
- ·Watchlist + alerts for Acacia Wealth Advisors's activity
Acacia Wealth Advisors portfolio
No portfolio companies for Acacia Wealth Advisors are on record yet. Positions surface from round participations, filings, and coverage.