# Acadia Wealth Management, LLC

Acadia Wealth Management, LLC is a Multi Family Office based in Bonita Springs.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bonita Springs
- **Assets under management:** Undisclosed
- **Website:** https://acadiawealth.com

## Regulatory record

- **CRD number:** 155698
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155698

## About

ACADIA WEALTH ADVISORS is a state-registered investment adviser with $41 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment advisory team.

## Questions

### Who runs investment decisions at Acadia Wealth Advisors?

Acadia Wealth Advisors has not publicly disclosed the specific names or titles of its investment committee or portfolio managers. The firm is registered as an RIA with regulatory filings listing key personnel, but the investment decision-making structure remains private.

### What investment stages does Acadia Wealth Advisors typically target?

Acadia Wealth Advisors targets a multi-asset-class strategy including public equities, fixed income, and alternative investments. The firm does not publicly disclose a specific stage focus, but as an RIA serving families, it emphasizes long-term growth and capital preservation across traditional and private markets.

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Last updated: 2026-07-09T00:59:37.985Z

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