Active
ACORN WEALTH ADVISORS, LLC
Investment Advice|GRAND BLANC, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$429.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 415.4M |
| Non-Discretionary | 14.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 170462 |
| SEC Number | 801-79211 |
| Street Address | 8305 S. SAGINAW STREET |
| Street Address 2 | SUITE 2 |
| Location | GRAND BLANC, MI 48439 |
| Country | United States |
| Phone | 810-953-4444 |
| Fax | 810-953-4400 |
| Total Employees | 5 |
| Business Types | real_estate_broker, insurance_broker |
Client Count by Type (840 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 840 |
Community Partners
CHARTER TOWNSHIP OF CLAYTON
CHARTER TOWNSHIP OF FENTON
CHARTER TOWNSHIP OF FLUSHING
CHARTER TOWNSHIP OF GENESEE
CHARTER TOWNSHIP OF GRAND BLANC
CHARTER TOWNSHIP OF MONTROSE
CHARTER TOWNSHIP OF MT MORRIS
CHARTER TOWNSHIP OF MUNDY
CHARTER TOWNSHIP OF VIENNA
CITY OF BURTON
CITY OF CLIO
CITY OF DAVISON
CITY OF FLUSHING
CITY OF GRAND BLANC
CITY OF LINDEN
CITY OF MONTROSE
CITY OF MT MORRIS
CITY OF SWARTZ CREEK
TOWNSHIP OF ARGENTINE
TOWNSHIP OF ATLAS
CHARTER TOWNSHIP OF CLAYTON
CHARTER TOWNSHIP OF FENTON
CHARTER TOWNSHIP OF FLUSHING
CHARTER TOWNSHIP OF GENESEE
CHARTER TOWNSHIP OF GRAND BLANC
CHARTER TOWNSHIP OF MONTROSE
CHARTER TOWNSHIP OF MT MORRIS
CHARTER TOWNSHIP OF MUNDY
CHARTER TOWNSHIP OF VIENNA
CITY OF BURTON
CITY OF CLIO
CITY OF DAVISON
CITY OF FLUSHING
CITY OF GRAND BLANC
CITY OF LINDEN
CITY OF MONTROSE
CITY OF MT MORRIS
CITY OF SWARTZ CREEK
TOWNSHIP OF ARGENTINE
TOWNSHIP OF ATLAS
CHARTER TOWNSHIP OF CLAYTON
CHARTER TOWNSHIP OF FENTON
CHARTER TOWNSHIP OF FLUSHING
CHARTER TOWNSHIP OF GENESEE
CHARTER TOWNSHIP OF GRAND BLANC
CHARTER TOWNSHIP OF MONTROSE
CHARTER TOWNSHIP OF MT MORRIS
CHARTER TOWNSHIP OF MUNDY
CHARTER TOWNSHIP OF VIENNA
CITY OF BURTON
CITY OF CLIO
CITY OF DAVISON
CITY OF FLUSHING
CITY OF GRAND BLANC
CITY OF LINDEN
CITY OF MONTROSE
CITY OF MT MORRIS
CITY OF SWARTZ CREEK
TOWNSHIP OF ARGENTINE
TOWNSHIP OF ATLAS
Municipal Government
28 Active
28
Organizations
DAVISON AREA FIRE AU
DAVISON RICHFIELD AREA FIRE AUTHORITY
DAVISON RICHFIELD SENIOR CITIZENS AUTHORITY
FLINT HOUSING COMMISSION
GENESEE COUNTY 9-1-1 CONSORTIUM COMMISSION
GENESEE COUNTY CONSERVATION DISTRICT
GENESEE COUNTY LAND BANK AUTHORITY
GENESEE HEALTH SYSTEM
HEALTH DEPT
HURLEY MEDICAL CENTER
KAREGNONDI WATER AUTHORITY
MASS TRANSIT AUTHORITY (FLINT AND GENESEE COUNTY)
MIDEASTERN MICHIGAN LIBRARY COOPERATIVE
DAVISON AREA FIRE AU
DAVISON RICHFIELD AREA FIRE AUTHORITY
DAVISON RICHFIELD SENIOR CITIZENS AUTHORITY
FLINT HOUSING COMMISSION
GENESEE COUNTY 9-1-1 CONSORTIUM COMMISSION
GENESEE COUNTY CONSERVATION DISTRICT
GENESEE COUNTY LAND BANK AUTHORITY
GENESEE HEALTH SYSTEM
HEALTH DEPT
HURLEY MEDICAL CENTER
KAREGNONDI WATER AUTHORITY
MASS TRANSIT AUTHORITY (FLINT AND GENESEE COUNTY)
MIDEASTERN MICHIGAN LIBRARY COOPERATIVE
DAVISON AREA FIRE AU
DAVISON RICHFIELD AREA FIRE AUTHORITY
DAVISON RICHFIELD SENIOR CITIZENS AUTHORITY
FLINT HOUSING COMMISSION
GENESEE COUNTY 9-1-1 CONSORTIUM COMMISSION
GENESEE COUNTY CONSERVATION DISTRICT
GENESEE COUNTY LAND BANK AUTHORITY
GENESEE HEALTH SYSTEM
HEALTH DEPT
HURLEY MEDICAL CENTER
KAREGNONDI WATER AUTHORITY
MASS TRANSIT AUTHORITY (FLINT AND GENESEE COUNTY)
MIDEASTERN MICHIGAN LIBRARY COOPERATIVE
Special District
13 Active
13
Organizations
ATHERTON COMM SCH DIST
BENDLE PUBLIC SCHOOLS
BENTLEY COMM SCHOOL DIST
CARMAN-AINSWORTH CMTY SCHS
CHARLES S MOTT COMMUNITY COLLEGE
CLIO AREA SCHOOL DISTRICT
DAVISON COMMUNITY SCH DIST 17
FLINT CITY SCH DIST
FLUSHING COMMUNITY SCHOOLS
GENESEE SCHOOL DISTRICT
GOODRICH AREA SCHOOLS
GRAND BLANC COMM SCH DIST
KEARSLEY COMMUNITY SCHOOL DISTRICT
LAKE FENTON COMM SCH DIST
LAKEVILLE COMM SCH DIST
MONTROSE COMM SCH DIST
MT. MORRIS CONSOLIDATED SCHOOLS
SWARTZ CREEK COMM SCH DIST
WESTWOOD HGTS SCH DIST
WOODLAND PARK ACADEMY
ATHERTON COMM SCH DIST
BENDLE PUBLIC SCHOOLS
BENTLEY COMM SCHOOL DIST
CARMAN-AINSWORTH CMTY SCHS
CHARLES S MOTT COMMUNITY COLLEGE
CLIO AREA SCHOOL DISTRICT
DAVISON COMMUNITY SCH DIST 17
FLINT CITY SCH DIST
FLUSHING COMMUNITY SCHOOLS
GENESEE SCHOOL DISTRICT
GOODRICH AREA SCHOOLS
GRAND BLANC COMM SCH DIST
KEARSLEY COMMUNITY SCHOOL DISTRICT
LAKE FENTON COMM SCH DIST
LAKEVILLE COMM SCH DIST
MONTROSE COMM SCH DIST
MT. MORRIS CONSOLIDATED SCHOOLS
SWARTZ CREEK COMM SCH DIST
WESTWOOD HGTS SCH DIST
WOODLAND PARK ACADEMY
ATHERTON COMM SCH DIST
BENDLE PUBLIC SCHOOLS
BENTLEY COMM SCHOOL DIST
CARMAN-AINSWORTH CMTY SCHS
CHARLES S MOTT COMMUNITY COLLEGE
CLIO AREA SCHOOL DISTRICT
DAVISON COMMUNITY SCH DIST 17
FLINT CITY SCH DIST
FLUSHING COMMUNITY SCHOOLS
GENESEE SCHOOL DISTRICT
GOODRICH AREA SCHOOLS
GRAND BLANC COMM SCH DIST
KEARSLEY COMMUNITY SCHOOL DISTRICT
LAKE FENTON COMM SCH DIST
LAKEVILLE COMM SCH DIST
MONTROSE COMM SCH DIST
MT. MORRIS CONSOLIDATED SCHOOLS
SWARTZ CREEK COMM SCH DIST
WESTWOOD HGTS SCH DIST
WOODLAND PARK ACADEMY
School District
20 Active
20
Organizations
121 Capitol Connection
2ND REGIMENT INFANTRY MICHIGAN VOLU NTEERS REACTIVATED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
700 BOWLING CLUBS OF AMERICA
700 BOWLING CLUBS OF AMERICA
9011 GRAND LODGE OF MICHIGAN
ABILITIES FIRST CHARITABLE ORGANIZATION OF MICHIGAN INC
ACORN BUDDY CAMPS
ADAPTIVE MANUFACTURING SOLUTIONS
ADEDAYO ASHIMI FOUNDATION INC
ADOPTION AND FOSTER CARE
ADULT FOSTER CARE PROVIDERS OF GENESEE COUNTY
ADVANCED CANINE SEARCH AND RESCUE
ADVOCATES FOR RECOVERY THROUGH MEDICINE
ALCOHOL RESEARCH INFORMATION SERVICE
ALEXANDER FOUNDATION
ALI AND NIHAYA FOUNDATION
ALL AMERICAN GRAPPLING ACADEMY INC
ALL BREED HERDING CLUB OF LOWER MICHIGAN
ALL THINGS THROUGH CHRIST JESUS MINISTRIES
121 Capitol Connection
2ND REGIMENT INFANTRY MICHIGAN VOLU NTEERS REACTIVATED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
700 BOWLING CLUBS OF AMERICA
700 BOWLING CLUBS OF AMERICA
9011 GRAND LODGE OF MICHIGAN
ABILITIES FIRST CHARITABLE ORGANIZATION OF MICHIGAN INC
ACORN BUDDY CAMPS
ADAPTIVE MANUFACTURING SOLUTIONS
ADEDAYO ASHIMI FOUNDATION INC
ADOPTION AND FOSTER CARE
ADULT FOSTER CARE PROVIDERS OF GENESEE COUNTY
ADVANCED CANINE SEARCH AND RESCUE
ADVOCATES FOR RECOVERY THROUGH MEDICINE
ALCOHOL RESEARCH INFORMATION SERVICE
ALEXANDER FOUNDATION
ALI AND NIHAYA FOUNDATION
ALL AMERICAN GRAPPLING ACADEMY INC
ALL BREED HERDING CLUB OF LOWER MICHIGAN
ALL THINGS THROUGH CHRIST JESUS MINISTRIES
121 Capitol Connection
2ND REGIMENT INFANTRY MICHIGAN VOLU NTEERS REACTIVATED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
700 BOWLING CLUBS OF AMERICA
700 BOWLING CLUBS OF AMERICA
9011 GRAND LODGE OF MICHIGAN
ABILITIES FIRST CHARITABLE ORGANIZATION OF MICHIGAN INC
ACORN BUDDY CAMPS
ADAPTIVE MANUFACTURING SOLUTIONS
ADEDAYO ASHIMI FOUNDATION INC
ADOPTION AND FOSTER CARE
ADULT FOSTER CARE PROVIDERS OF GENESEE COUNTY
ADVANCED CANINE SEARCH AND RESCUE
ADVOCATES FOR RECOVERY THROUGH MEDICINE
ALCOHOL RESEARCH INFORMATION SERVICE
ALEXANDER FOUNDATION
ALI AND NIHAYA FOUNDATION
ALL AMERICAN GRAPPLING ACADEMY INC
ALL BREED HERDING CLUB OF LOWER MICHIGAN
ALL THINGS THROUGH CHRIST JESUS MINISTRIES
Nonprofit Organization
844 Active
844
Organizations
Community Partners111 organizations
CHARTER TOWNSHIP OF FLUSHING
Municipal Government·FLUSHING
CHARTER TOWNSHIP OF MUNDY
Municipal Government·SWARTZ CREEK
CITY OF CLIO
Municipal Government·CLIO
CITY OF DAVISON
Municipal Government·DAVISON
CITY OF FLUSHING
Municipal Government·FLUSHING
CITY OF GRAND BLANC
Municipal Government·GRAND BLANC
CITY OF MT MORRIS
Municipal Government·MOUNT MORRIS
CITY OF SWARTZ CREEK
Municipal Government·SWARTZ CREEK
TOWNSHIP OF FOREST
Municipal Government·OTISVILLE
TOWNSHIP OF THETFORD
Municipal Government·CLIO
VILLAGE OF GAINES
Municipal Government·GAINES
DAVISON AREA FIRE AU
Special District·DAVISON
DAVISON RICHFIELD AREA FIRE AUTHORITY
Special District·DAVISON
FLINT HOUSING COMMISSION
Special District·FLINT
GENESEE COUNTY LAND BANK AUTHORITY
Special District·FLINT
GENESEE HEALTH SYSTEM
Special District·FLINT
HEALTH DEPT
Special District·FLINT
HURLEY MEDICAL CENTER
Special District·FLINT
WOODLAND PARK ACADEMY
School District·GRAND BLANC
121 Capitol Connection
Nonprofit Organization·Swartz Creek
2ND REGIMENT INFANTRY MICHIGAN VOLU NTEERS REACTIVATED
Nonprofit Organization·Davison
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Flushing
700 BOWLING CLUBS OF AMERICA
Nonprofit Organization·Davison
700 BOWLING CLUBS OF AMERICA
Nonprofit Organization·Davison
9011 GRAND LODGE OF MICHIGAN
Nonprofit Organization·Swartz Creek
ABILITIES FIRST CHARITABLE ORGANIZATION OF MICHIGAN INC
Nonprofit Organization·Flushing
ACORN BUDDY CAMPS
Nonprofit Organization·Swartz Creek
ADAPTIVE MANUFACTURING SOLUTIONS
Nonprofit Organization·BURTON
ADEDAYO ASHIMI FOUNDATION INC
Nonprofit Organization·Davison
ADOPTION AND FOSTER CARE
Nonprofit Organization·SWARTZ CREEK
ADULT FOSTER CARE PROVIDERS OF GENESEE COUNTY
Nonprofit Organization·Clio
ADVANCED CANINE SEARCH AND RESCUE
Nonprofit Organization·Grand Blanc
ADVOCATES FOR RECOVERY THROUGH MEDICINE
Nonprofit Organization·Burton
ALCOHOL RESEARCH INFORMATION SERVICE
Nonprofit Organization·Grand Blanc
ALEXANDER FOUNDATION
Nonprofit Organization·Grand Blanc
ALI AND NIHAYA FOUNDATION
Nonprofit Organization·GRAND BLANC
ALL AMERICAN GRAPPLING ACADEMY INC
Nonprofit Organization·GRAND BLANC
ALL BREED HERDING CLUB OF LOWER MICHIGAN
Nonprofit Organization·Grand Blanc
ALL THINGS THROUGH CHRIST JESUS MINISTRIES
Nonprofit Organization·Davison
ALMANSOUR FAMILY FOUNDATION
Nonprofit Organization·FLUSHING
ALTRUISTIC ESCAPADES INC
Nonprofit Organization·Davison
Alzheimer's Art Quilt Initiative
Nonprofit Organization·Burton
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Flushing
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Grand Blanc
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Swartz Creek
AMERICAN CRIMINAL JUSTICE ASSOCIATION-LAMBDA ALPHA EPSILON
Nonprofit Organization·Swartz Creek
AMERICAN FEDERATION OF MUSICIANS OF THE US & CANADA
Nonprofit Organization·FLUSHING
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·SWARTZ CREEK
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Flushing
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Grand Blanc
AMERICAN INSTITUTE OF ARCHITECTS FLINT AREA CHAPTER
Nonprofit Organization·DAVISON
AMERICAN LEGION
Nonprofit Organization·Otisville
AMERICAN LEGION
Nonprofit Organization·Montrose
AMERICAN LEGION
Nonprofit Organization·Clio
AMERICAN LEGION
Nonprofit Organization·Flushing
AMERICAN LEGION
Nonprofit Organization·Burton
AMERICAN LEGION
Nonprofit Organization·CLIO
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Mount Morris
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Swartz Creek
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Davison
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Goodrich
AMERICAN LEGION AUXILIARY 367 HARRY BAKER
Nonprofit Organization·Montrose
AMERICAN LEGION CHARLES N SKELLENGER POST 267
Nonprofit Organization·DAVISON
AMERICAN LEGION JACK CAREY CHARITIES
Nonprofit Organization·GRAND BLANC
AMERICAN LEGION POST 310 BUICK LIBERTY MOTOR
Nonprofit Organization·Clio
AMERICAN LEGION POST 413
Nonprofit Organization·GRAND BLANC
AMERICAN MUSEUM OF HISTORY PALIS INSTITUTE INC
Nonprofit Organization·grand Blanc
AMERICAN POLICE CHAPLAINS ASSOCIATION
Nonprofit Organization·Mount Morris
AMPLIFY MICHIGAN INC
Nonprofit Organization·DAVISON