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Bank / Wealth / TrustRIA · CRD 291481SEC-Registered

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Acadia Legacy Group

Acadia Legacy Group was established in 2017 as a US wealth manager. It operates as a registered investment advisor. The firm delivers advisory services that...

Overview

Acadia Legacy Group was established in 2017 as a US wealth manager. It operates as a registered investment advisor. The firm delivers advisory services that include both discretionary and non-discretionary asset management. It provides these services to individuals and high-net-worth individuals. No additional offices, team size, or dated operational events from the last 24 months are recorded. No adjacent vehicles or philanthropic structures appear in available records. The firm maintains a standard RIA structure with no disclosed co-investor clubs, succession details, or hybrid mandates beyond basic advisory offerings.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

Location

Region

North America

Country

United States

City

Clive

Corporate office

Clive, United States

Frequently asked questions

Who runs investment decisions at Acadia Legacy Group?

No named principals or investment committee members are disclosed in public records.

Does Acadia Legacy Group participate in fund commitments or only direct deals?

Available information shows only advisory and asset management services; no fund commitments or direct deal activity is recorded.

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