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Acclaro Wealth Management
Acclaro Wealth Management is a boutique wealth management firm specializing in comprehensive financial planning and socially responsible investments serving...
Acclaro Wealth Management
Acclaro Wealth Management is a boutique wealth management firm specializing in comprehensive financial planning and socially responsible investments serving the San Francisco Bay Area. The firm works with clients to clarify what is truly important to them and design a plan with their ideal life as the focus. It helps families across the Bay Area preserve and build wealth toward retirement.
General information
Firm type
Multi Family Office
Location
City
Walnut Creek
Principals
Tim Oshima
CFP®, CEBS — Managing Director and Senior Financial Advisor
Catherine Wong — Operations Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Acclaro Wealth Management?
Acclaro's investment committee or lead advisor has not been named in public sources. The firm's website does not disclose a CIO or managing principal, making it opaque to external allocators. Independent RIAs of this scale often rely on a small team or outsourced CIO arrangements.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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