# Acclaro Wealth Management

> Acclaro Wealth Management is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 183518
- Filed as: ACCLARO WEALTH MANAGEMENT
- Legal name: Acclaro Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/183518
- AdvisorCensus page: https://advisorcensus.com/firm/acclaro-wealth-management-walnut-creek-ca-183518

## Quick answers

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

**Where is Acclaro Wealth Management located?**
Acclaro Wealth Management's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Acclaro Wealth Management registered with the SEC or a state?**
Acclaro Wealth Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 183518.

**How much does Acclaro Wealth Management manage?**
Acclaro Wealth Management reports $4,600,000 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**What types of clients does Acclaro Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (1).

**Does Acclaro 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/183518

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,600,000
- Discretionary: $4,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $2,500,000 |
| High net worth individuals | 1 | $2,100,000 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acclarowealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acclaro Wealth Management (CRD 183518): Form ADV filing data as of October 2026.