Multi-Family OfficeRIA · CRD 334893SEC-Registered

Updated:

Aceeda Wealth Management

Aceeda Wealth Management is a registered investment advisor and multi-family office serving affluent families and institutions.

Aceeda Wealth Management

ACEEDA WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in PLANO, TX. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Aceeda Wealth Management?

Public sources do not disclose the names or titles of Aceeda's investment decision-makers. The principals may include the firm's founders or senior advisors, but this information is not available from open records.

How does Aceeda generate proprietary deal flow?

Aceeda's method for sourcing investment opportunities is not publicly documented. As a multi-family office, it likely relies on relationships with advisors, family networks, and co-investment partners, but no specifics are confirmed.

Is Aceeda structured as a single family office or a multi-family office?

Aceeda operates as a registered investment advisor and is commonly categorized as a multi-family office, serving multiple families and institutions rather than a single wealthy family. Its specific ownership structure is not public.

Does Aceeda make direct investments or only allocate to funds?

While Aceeda's exact investment style is not disclosed, its multi-family office model typically allows for both fund commitments and direct co-investments in alternatives such as private equity and real estate. No confirmed direct investments are on record.

What investment stages does Aceeda target?

Aceeda does not publish its preferred investment stages. Based on its likely client base and multi-family office structure, it may focus on growth equity, buyouts, and real assets, but no stage-specific information is available.

Which sectors does Aceeda avoid?

Public records do not specify any sectors that Aceeda excludes from its investment universe. Sector preferences, if any, are not disclosed.

How is Aceeda related to other family offices or spinouts?

There is no public information linking Aceeda to a specific founding family or spinout entity. It appears to operate independently as a registered advisory firm.

Profile maintained by 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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