Acorn Wealth Advisors, Llc
- Regulatory AUM
- $561M
- Discretionary
- $553M
- Clients
- 809
- Avg AUM / client
- $694K
- Accounts
- 2,132
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 809 | $561M | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gery Joseph Sadzewicz | Cco | Jan 2014 (13y) | Less than 5% | |
| Todd Paul Tarantino | Ceo & Managing Member | CFP | May 2014 (12y) | 75% or more |
| James Joseph Barrett | Registered representative | Jul 2014 (12y) | ||
| Noah C Morgan | Registered representative | CFP | Jul 2014 (12y) | |
| Christopher Conn Russell | Registered representative | Chartered Financial Consultant | Jul 2014 (12y) | |
| Benjamin Dean Oliver | Registered representative | CFP | Jun 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 942 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $553M (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗