# Acclaro Wealth Management

Acclaro Wealth Management is a Multi Family Office based in Walnut Creek.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Walnut Creek
- **Assets under management:** Undisclosed
- **Website:** acclarowealth.com
- **LinkedIn:** https://www.linkedin.com/company/acclaro-wealth-manangement

## Regulatory record

- **CRD number:** 183518
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/183518

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Investment Management

## People

- Tim Oshima — CFP®, CEBS — Managing Director and Senior Financial Advisor
- Catherine Wong — Operations Manager

## 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.

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- [Cullen Investment Group](https://altss.com/profile/cullen-investment-group)
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Last updated: 2026-08-11T15:05:57.154Z

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