Acadia Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

3511 Bonita Bay Blvd Ste 2, Bonita Sprin...

Phone Number

(239) 992-9927

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Acadia Wealth Management

Acadia Wealth Management, LLC, led by President & CEO Aaron Sevigny, specializes in providing personalized financial services tailored to the unique needs of high-net-worth individuals and families. The firm offers a comprehensive range of services including wealth management, risk management, estate strategy, and tax strategy, aimed at helping clients achieve their financial goals. Acadia Wealth Management focuses on building customized financial plans that address immediate needs and long-term objectives, ensuring clients are supported throughout all stages of life. With a commitment to boutique service, the company strives to simplify the complexities of financial planning in today's environment.Explore more
Popular Searchesacadia wealth management LLCAcadia Wealth Managementacadiawealth.comAcadia Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Acadia Wealth Management Org Chart

Aaron Sevigny, President & Chief Executive Officer at Acadia Wealth Management
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President & Chief Executive Officer

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Executive Vice President & Chief Operating Of...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Acadia Wealth Management

<$5M
1-10
Private
-
2006
Aaron Sevigny, President & Chief Executive Officer at Acadia Wealth Management
Aaron SevignyPresident & CEO
$6.6M
11-50
Private
-
-
KF
Kornelia ForvourVice President, Operations
<$5M
11-50
Private
-
1993
RR
Robin RhoadsSenior Client Associate
<$5M
1-10
Private
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Acadia Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Acadia Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Acadia Wealth Management.

Acadia Wealth Management Tech Stack

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Frequently Asked Questions Regarding Acadia Wealth Management

What is Acadia Wealth Management's official website?
Acadia Wealth Management's official website is www.acadiawealth.com
What is Acadia Wealth Management's Revenue?
Acadia Wealth Management's revenue is <$5 Million
What is Acadia Wealth Management's SIC code?
Acadia Wealth Management's SIC: 62,628
What is Acadia Wealth Management's NAICS code?
Acadia Wealth Management's NAICS: 52,523
How many employees does Acadia Wealth Management have?
Acadia Wealth Management has 1-10 employees
What industry does Acadia Wealth Management belong to?
Acadia Wealth Management is in the industry of: Finance, Securities Trading
What is Acadia Wealth Management competition?
Acadia Wealth Management top competitors include: Haller Wealth Management Group, Lynda DiGiacomo, JLB Wealth Management Group, Lighthouse Planning Consultants
What technology does Acadia Wealth Management use?
Some of the popular technologies that Acadia Wealth Management uses are: Cloudflare Website Optimization, F5 Silverline DDoS Protection, Datadog, Google Tag Manager
How do I contact Acadia Wealth Management?
Acadia Wealth Management contact info: Phone number: (239) 992-9927 Website: www.acadiawealth.com
What does Acadia Wealth Management do?

Acadia Wealth Management, LLC, led by President & CEO Aaron Sevigny, specializes in providing personalized financial services tailored to the unique needs of high-net-worth individuals and families. The firm offers a comprehensive range of services including wealth management, risk management, estate strategy, and tax strategy, aimed at helping cli... ents achieve their financial goals. Acadia Wealth Management focuses on building customized financial plans that address immediate needs and long-term objectives, ensuring clients are supported throughout all stages of life. With a commitment to boutique service, the company strives to simplify the complexities of financial planning in today's environment.Read More

Is Acadia Wealth Management a public company?
Acadia Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Acadia Wealth Management

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