A complete list of active advisors currently associated with Acme Jack Wealth Management

Warmer can help you find a great advisor at Acme Jack Wealth Management or one who fits your needs even better.

Acme Jack Wealth Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm advises on a broad range of instruments including stocks, bonds, ETFs, options, mutual funds and alternative investments such as hedge funds, private placements, real estate and venture/post‑venture capital. The firm combines technical and fundamental analysis with both top‑down and bottom‑up approaches and implements long‑ and short‑term strategies tailored to each client’s risk profile and circumstances. Accounts are reviewed at least annually, the firm may select third‑party sub‑advisers when appropriate, and it serves in a discretionary capacity and may act as a wrap program sponsor. Founded in 2021 as a sole‑owned adviser making its first ADV filing, Acme manages a relatively large asset base across a small client roster (approximately $181.1 million in AUM across 74 clients with a single designated advisor), and its active access to alternative investments and role as a promotor/third‑party manager sponsor is unusual for a one‑advisor firm. The brochure also discloses operational features that differ from many peers: it generally recommends Fidelity/NFS as custodian, does not receive transaction‑based broker compensation, and does not vote proxies on clients’ behalf.

To learn more about the advisors currently working at Acme Jack Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.