ACORN WEALTH ADVISORS, LLC

CRD

170462

SEC file #

801-79211

EIN

465640804

DBA names

—

Economics

AUM

$561.4M

AUM band

$500M-$1B

AUM trajectory

'20 · $272.2M

'21 · $317.4M

'22 · $335.0M

'23 · $333.3M

'25 · $429.9M

'26 · $561.4M

'20'26

$272.2M → $561.4M▲ +106%

sec adv history

Client mix

Individuals Other

809

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 7 advisors

'22 · 7 advisors

'23 · 5 advisors

'25 · 5 advisors

'26 · 5 advisors

'20'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

GRAND BLANC MI

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consulting

Fee basis

% of AUMFixed feesCommissions

Filings

Latest ADV filing

03/03/2026

ADV-W filed at

—

Website

acornwealthadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TARANTINO, TODD, PAUL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TARANTINO, TODD, PAUL

MORGAN, NOAH, C

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ACORNWEALTHADVISORS.COM

Rdap Domain Creation Date

2014-01-11T15:45:08Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001730610

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2018-02-14

Edgar Last Filing Date

2026-04-30

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-30

Accession0001104659-26-052366

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2738

Soi Zip Pct 200k Plus

0.0693

Soi Zip Returns 200k Plus

1840

Soi Zip Total AGI

2,252,954

Fdic Zip Total Deposits

13,473,850,000

Fdic Zip Branch Count

281

Fdic Zip Top Banks

Fifth Third Bank

Citizens Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

8305 S. SAGINAW STREETSUITE 2GRAND BLANC, MI 48439

Business

8305 S. SAGINAW STREETSUITE 2GRAND BLANC, MI 48439

Edgar EIN

465640804

Edgar Recent Filings

13F-HR2026-04-30 · 0001104659-26-052366

13F-HR2026-02-10 · 0001104659-26-012383

Fdic Zip Branches Raw

Old Kent Bank-CentralGrand Blanc, MI

Republic BankGrand Blanc Township, MI

Fdic Zip HHI

782.95

Fdic Zip Top Bank Share Pct

12.15

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-01-11T15:45:08Z

Rdap Domain Last Changed

2026-03-13T17:23:05Z

Rdap Nameservers

Ns1.webiedesign.comNs2.webiedesign.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	84,181
Returns	7,070

Stub 2

AGI	204,249
Returns	5,550

Stub 3

AGI	237,235
Returns	3,840

Soi Zip Total Business Income

50,576

Soi Zip Total Cap Gains

85,867

Soi Zip Total Dividends

38,492

Soi Zip Total Returns

26,550

Top Owner CRD

2189943

Trust Company Affiliate