# Golden Acre Wealth Management

> Golden Acre Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 337930
- Filed as: GOLDEN ACRE WEALTH MANAGEMENT
- Legal name: Golden Acre LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337930
- AdvisorCensus page: https://advisorcensus.com/firm/golden-acre-wealth-management-337930

## Quick answers

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

**Is Golden Acre Wealth Management registered with the SEC or a state?**
Golden Acre Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337930.

**How much does Golden Acre Wealth Management manage?**
Golden Acre Wealth Management reports $695,297 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Golden Acre Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Golden Acre 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/337930

## 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: $695,297
- Discretionary: $695,297
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $695,297 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goldenacrewealth.com
- goldenacrewm.com
- Facebook @goldenacrewealth
- Instagram @goldenacrewealth
- LinkedIn @goldenacrewealth
- TikTok @goldenacrewealth
- X @goldenacrewm
- YouTube @GoldenAcreWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Golden Acre Wealth Management (CRD 337930): Form ADV filing data as of October 2026.