Acorn Wealth Advisors LLC
Legal Name: ACORN WEALTH ADVISORS, LLC
8305 S. SAGINAW STREET, SUITE 2, GRAND BLANC, MI
Full Contact Details
Other Info
Acorn Wealth Advisors LLC is legally known as ACORN WEALTH ADVISORS, LLC. It is a MI Limited Liability Company. This firm has 6 employees, of which 5 are employees in advisory roles. It serves 16 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 27, 2014.
Direct Owners
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BLISS & ASSOCIATES, LLC
SOLE MEMBER owns 75% or more
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GERY JOSEPH SADZEWICZ
CCO owns less than 5%
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STEVEN CHARLES BLISS
CEO & MANAGING PARTNER owns less than 5%
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TODD PAUL TARANTINO
MANAGING PARTNER owns less than 5%
Indirect Owners
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STEVEN CHARLES BLISS
MEMBER owns more than 50% but less than 75%
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TODD PAUL TARANTINO
MANAGING PARTNER owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 14, 2019
- ISHARES TR $12,832k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $7,466k
- JP MORGAN EXCHANGE TRADED FD $6,110k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $5,980k
- ISHARES TR MIN VOL EAFE ETF $4,471k
- SCHWAB STRATEGIC TR US MID-CAP ETF $4,387k
- DUNKIN BRANDS GR $3,881k
- Invesco S&P ETF $3,173k
- PROSHARES $2,108k
- Berkshire Hathaway, Inc. $1,878k