Acacia Wealth Advisors

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Current fund size
$ 645,188,180
Description
Acacia Wealth Advisors (Acacia) is an independent multi-family office based in Beverly Hills, California. Established in 2005 by Meloni Hallock and Alev Lewis, the firm provides integrated investment consulting and financial planning services to entrepreneurs, business owners, and their families and ultra-high-net-worth individuals. The firm is a Securities and Exchange Commission registered investment advisor. The assets of the firm are managed and governed by an executive management team. Recently, financial services firm HighTower completed the takeover of Acacia Wealth Advisors.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
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    Example Exampleexample[email protected]
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  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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