# Acacia Grove Wealth Management

> Acacia Grove Wealth Management is an SEC-registered investment advisory firm in Schenectady, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 332881
- Filed as: ACACIA GROVE WEALTH MANAGEMENT
- Legal name: Acacia Grove Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Schenectady, NY
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332881
- AdvisorCensus page: https://advisorcensus.com/firm/acacia-grove-wealth-management-schenectady-ny-332881

## Quick answers

**How is Acacia Grove Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Acacia Grove Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Acacia Grove Wealth Management located?**
Acacia Grove Wealth Management's principal office is in Schenectady, NY, according to its Form ADV.

**Is Acacia Grove Wealth Management registered with the SEC or a state?**
Acacia Grove Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332881.

**How much does Acacia Grove Wealth Management manage?**
Acacia Grove Wealth Management reports $41,601,668 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**What types of clients does Acacia Grove Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (13).

**Which custodians does Acacia Grove Wealth Management use?**
Acacia Grove Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Acacia Grove Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332881

**What changed in Acacia Grove Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $41,601,668
- Discretionary: $41,601,668
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $12,661,262 |
| High net worth individuals | 13 | $28,940,406 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acaciagrovewealth.com
- LinkedIn @darren-leader-cfa-cfp®-40077762

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acacia Grove Wealth Management (CRD 332881): Form ADV filing data as of October 2026.