ACI WEALTH ADVISORS

ACI WEALTH ADVISORS of DALLAS, TX is an SEC-registered investment adviser (CRD 155494). Regulatory assets under management: $41.7M.

Registration

• CRD: 155494
• Type: Registered investment adviser
• Location: 9330 LBJ FRONTAGE ROAD, DALLAS, TX, 75243
• Phone: 888-407-4472
• Latest filing: 2026-03-31
• Regulatory AUM: $41.7M
• Discretionary AUM: $41.7M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155494 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search