Blackacre Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blackacre Wealth provides wealth management and financial planning services to individuals, high‑net‑worth clients, and businesses. Services described in its brochure include discretionary portfolio management for individual accounts, project‑based financial planning, and public educational seminars and speaking engagements; the firm operates on a fee‑only basis and may refer clients to third‑party professionals.
The firm describes a client‑focused process that begins with personal discussions to establish goals, risk tolerance, and an investment policy, then implements asset‑allocation targets using a mix of fundamental, technical, and modern portfolio theory approaches. Blackacre Wealth may use both passive and active vehicles, can recommend alternative exposures (including real estate, private placements, and digital assets), and offers planning engagements billed on fixed‑fee or hourly bases rather than exclusively on an asset‑based schedule.
Notable distinctions in the brochure include that the firm’s principal maintains active California attorney and insurance licenses and has prior law‑firm and in‑house legal experience, while the firm states it will not provide legal services or sell insurance products to clients. The firm also highlights its educational seminar offering, its willingness to advise on less traditional assets, and—as disclosed on its initial Form ADV filing—reports no assets under management and does not serve as a private‑fund adviser.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $2,500 to $25,000 for Project-Based Financial Planning.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $30,000,000: 0.60% $30,000,001+: 0.50%
$400 per hour for Project-Based Financial Planning.
Fee-only: Project-Based Financial Planning charges fixed fees ranging from $2,500 to $25,000 and an hourly rate of $400 per hour.
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Blackacre Advisory · Blackacre Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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