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ACI WEALTH ADVISORS
ACI WEALTH ADVISORS, LLC
CRD 155494
9330 LBJ FRONTAGE ROAD, SUITE 900, DALLAS, TX, 75243, United States
Phone
888-407-4472
Fax
888-407-0161
Registration
— (—)
Source
State registered
Total AUM
$41.7M
Discretionary AUM
$41.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT INCOME PLN $1500, INITIAL ASSESSMENT FEE $250 - $2500
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.1M |
| High net worth individuals | 15 | $36.5M |
All web addresses on file
Official SEC filing: View on IAPD