# Acorn Wealth Advisors, LLC

> Acorn Wealth Advisors, LLC is an SEC-registered investment advisory firm in Grand Blanc, MI, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 170462
- Filed as: ACORN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Blanc, MI
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170462
- AdvisorCensus page: https://advisorcensus.com/firm/acorn-wealth-advisors-llc-grand-blanc-mi-170462

## Quick answers

**How is Acorn Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Acorn Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.

**Where is Acorn Wealth Advisors, LLC located?**
Acorn Wealth Advisors, LLC's principal office is in Grand Blanc, MI, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Acorn Wealth Advisors, LLC registered with the SEC or a state?**
Acorn Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170462.

**How much does Acorn Wealth Advisors, LLC manage?**
Acorn Wealth Advisors, LLC reports $561,359,388 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (99% discretionary).

**How have Acorn Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Acorn Wealth Advisors, LLC: Regulatory assets under management: $335,020,375 in the October 2021 data and $561,359,388 in the October 2026 data, up 68%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Acorn Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (809).

**Which custodians does Acorn Wealth Advisors, LLC use?**
Acorn Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Acorn Wealth Advisors, LLC 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/170462

**What changed in Acorn Wealth Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in OH.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $561,359,388
- Discretionary: $553,128,799
- Non-discretionary: $8,230,589

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 809 | $561,359,388 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, IL, LA, MI, OH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Fenton, MI
- Flint, MI

### Websites listed on Form ADV (Item 1.I)
- acornwealthadvisors.com
- Facebook @Acornwealthadvisors
- LinkedIn linkedin.com
- LinkedIn @noahmorgan

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $335,020,375 | 7 | August 11, 2021 |
| October 2022 | $333,332,783 | 5 | June 16, 2022 |
| October 2023 | $325,743,249 | 5 | March 15, 2023 |
| October 2024 | $377,220,287 | 5 | August 29, 2024 |
| October 2025 | $429,923,737 | 5 | July 11, 2025 |
| October 2026 | $561,359,388 | 5 | June 11, 2026 |

Regulatory assets under management: $335,020,375 in the October 2021 data and $561,359,388 in the October 2026 data, up 68%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in OH.

### April 2026
- Regulatory assets under management went from $429,923,737 to $561,359,388 (+31%).

### February 2026
- Added an office in Flint, MI.
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acorn Wealth Advisors, LLC (CRD 170462): Form ADV filing data as of October 2026.