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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ACORN WEALTH ADVISORS, LLC

CRD 170462

GRAND BLANC, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e85dbada-d74a-3085-813d-9ccfa1d4d49a

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Feb 8, 2014 to Jun 11, 2026
56 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $561MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $553M
Private client RAUM: $561MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,132
Individual clients: 809
High net worth clients: 0
Custody, client assets: $120M
SEC number: 801-79211
CRD: 170462
Filings on the tape: 56
First filed: Feb 8, 2014
Latest filed: Jun 11, 2026
Organised: Limited Liability Company, MI
Website: acornwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TODD PAUL TARANTINO	Certified Financial Planner	GRAND BLANC, MI	12	34	1	no
JAMES JOSEPH BARRETT	n/a	GRAND BLANC, MI	12	28	1	no
NOAH C MORGAN	Certified Financial Planner	Fenton, MI \| GRAND BLANC, MI	12	18	3	no
CHRISTOPHER CONN RUSSELL	Chartered Financial Consultant	GRAND BLANC, MI	12	24	1	no
BENJAMIN DEAN OLIVER	Certified Financial Planner	GRAND BLANC, MI \| FLINT, MI	1	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SADZEWICZ, GERY, JOSEPH	Cco	Na	yes	01/2014	Feb 8, 2014	Aug 29, 2024
TARANTINO, TODD, PAUL	CEO & MANAGING MEMBER	E	yes	05/2014	May 16, 2014	Aug 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Fenton	Mi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$561M	$553M	5	5	2	n/a	n/a
2024	Mar 16, 2025	$430M	$415M	5	5	1	n/a	n/a
2023	Feb 6, 2024	$377M	$366M	5	5	1	n/a	n/a
2022	Feb 23, 2023	$326M	$316M	5	5	1	n/a	n/a
2021	Mar 2, 2022	$333M	$322M	5	5	1	n/a	n/a
2020	Feb 27, 2021	$335M	$324M	7	7	1	n/a	n/a
2019	Mar 17, 2020	$317M	$308M	7	7	1	n/a	n/a
2018	Mar 19, 2019	$272M	$264M	6	5	0	n/a	n/a
2017	Mar 29, 2018	$259M	$243M	5	5	0	n/a	n/a
2016	Mar 22, 2017	$241M	$232M	7	7	n/a	n/a	n/a
2015	Mar 30, 2016	$181M	$172M	6	6	n/a	n/a	n/a
2014	Mar 25, 2015	$185M	$178M	7	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	20.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$561M	$430M	30.6%	$326M	19.9%	5	5	2	1

Relationships

Registered with (8)

← BENJAMIN DEAN OLIVERAdvisorregistration: current employment
Jun 30, 2025 to presentfactForm ADV
← CHRISTOPHER CONN RUSSELLAdvisorregistration: current employment
Jul 11, 2014 to presentfactForm ADV
← JAMES JOSEPH BARRETTAdvisorregistration: current employment
Jul 10, 2014 to presentfactForm ADV
← NOAH C MORGANAdvisorregistration: current employment
Jul 10, 2014 to presentfactForm ADV
← TODD PAUL TARANTINOAdvisorregistration: current employment
May 19, 2014 to presentfactForm ADV
← ALEXANDER MARK FINSTERWALDAdvisorregistration: previous registration
Aug 1, 2024 to Nov 5, 2025factForm ADV
← GERY JOSEPH SADZEWICZAdvisorregistration: previous registration
Feb 27, 2014 to Jan 25, 2024factForm ADV
← JOHN PATRICK STELMANAdvisorregistration: previous registration
Jul 11, 2018 to May 5, 2021factForm ADV

Controls (2)

← SADZEWICZ, GERY, JOSEPHOwnerCCO, ownership code NA, individual
Feb 8, 2014 to Aug 29, 2024factForm ADV
← TARANTINO, TODD, PAULOwnerCEO & MANAGING MEMBER, ownership code E, individual
May 16, 2014 to Aug 29, 2024factForm ADV

Dated events

Occurred
Mar 3, 2026
Regulatory AUM changed
Acorn Wealth Advisors, Llc reported RAUM $561.4M, up 31% from $429.9M (2026-01-05 to 2026-03-03)
Form ADVobserved 4 days ago
$131M
Occurred
Nov 5, 2025
Advisor changed firm
Alexander Mark Finsterwald left Acorn Wealth Advisors, Llc for Rhl Group, Llc (registered 2025-11-03)
Form ADVobserved 4 days ago
Occurred
Jan 25, 2024
Advisor changed firm
Gery Joseph Sadzewicz left Acorn Wealth Advisors, Llc for Left Brain Wealth Management, Llc (registered 2014-04-21)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2023
Control person left
Charles Steven Bliss (Ceo & Managing Partner) no longer on Schedule A of Acorn Wealth Advisors, Llc (listed 2023-03-15, absent 2023-10-31)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2014
First Form ADV filing
Acorn Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e85dbada-d74a-3085-813d-9ccfa1d4d49a
First observed: Feb 8, 2014
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACORN WEALTH ADVISORS, LLC

CRD 170462

GRAND BLANC, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e85dbada-d74a-3085-813d-9ccfa1d4d49a

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TODD PAUL TARANTINO

Certified Financial Planner

GRAND BLANC, MI

JAMES JOSEPH BARRETT

n/a

GRAND BLANC, MI

NOAH C MORGAN

Certified Financial Planner

Fenton, MI | GRAND BLANC, MI

CHRISTOPHER CONN RUSSELL

Chartered Financial Consultant

GRAND BLANC, MI

BENJAMIN DEAN OLIVER

Certified Financial Planner

GRAND BLANC, MI | FLINT, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SADZEWICZ, GERY, JOSEPH

Cco

yes

01/2014

Feb 8, 2014

Aug 29, 2024

TARANTINO, TODD, PAUL

CEO & MANAGING MEMBER

yes

05/2014

May 16, 2014

Aug 29, 2024

City

State

Country

Employees

Also broker-dealer

Fenton

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$561M

$553M

n/a

2024

Mar 16, 2025

$430M

$415M

n/a

2023

Feb 6, 2024

$377M

$366M

n/a

2022

Feb 23, 2023

$326M

$316M

n/a

2021

Mar 2, 2022

$333M

$322M

n/a

2020

Feb 27, 2021

$335M

$324M

n/a

2019

Mar 17, 2020

$317M

$308M

n/a

2018

Mar 19, 2019

$272M

$264M

n/a

2017

Mar 29, 2018

$259M

$243M

n/a

2016

Mar 22, 2017

$241M

$232M

n/a

2015

Mar 30, 2016

$181M

$172M

n/a

2014

Mar 25, 2015

$185M

$178M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$561M

$430M

30.6%

$326M

19.9%