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ACCLARO WEALTH MANAGEMENT
ACCLARO WEALTH MANAGEMENT, LLC
CRD 183518
1840 SAN MIGUEL DRIVE, 202, WALNUT CREEK, CA, 94596, United States
Phone
925-954-4604
Fax
925-948-8180
Registration
— (—)
Source
State registered
Total AUM
$4.6M
Discretionary AUM
$4.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $2.5M |
| High net worth individuals | 1 | $2.1M |
All web addresses on file
Official SEC filing: View on IAPD