# ACORNS

ACORNS of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 165926
- Type: SEC-registered investment adviser
- SEC file number: 801-78602
- Location: 5300 CALIFORNIA AVENUE, IRVINE, CA, 92617
- Phone: 855-739-2859
- Latest filing: 2026-08-03
- Regulatory AUM: $13.4B
- Discretionary AUM: $13.3B
- Non-discretionary AUM: $127.3M
- Clients: 302
- Accounts: 5,152,940

## Business model

- Compensation: Fixed
- Clients served: High net worth

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Denise Andrea Chisolm | CHIEF COMPLIANCE OFFICER | — |
| Beau Sullivan | CHIEF EXECUTIVE OFFICER | — |
| MAKSTENIEKS CATHERINE ANN | CHIEF COMPLIANCE OFFICER | — |
| SVORINIC PETER | CHIEF COMPLIANCE OFFICER | — |
| CRUTTENDEN WALTER WEMPLE | CEO; CHAIRMAN; CHAIRMAN, CEO (+2 more) | — |
| CRUTTENDEN JEFFREY JAMES | CHIEF OPERATIONS OFFICER; COO | — |
| DIGNAN SEAN R | CHIEF COMPLIANCE OFFICER | — |
| DIGNAN SEAN ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| Field Manning Reynolds | CEO / MANAGING DIRECTOR; INTERIM CCO & CEO; MANAGING DIRECTOR (+1 more) | — |
| CHISOLM DENISE ANDREA | CHIEF COMPLIANCE OFFICER | — |
| Adams Daniel Evan | CHIEF COMPLIANCE OFFICER | — |
| Moukios Michelle J | CHIEF COMPLIANCE OFFICER | — |
| Wunder Seth | CHIEF EXECUTIVE OFFICER | — |
| Sullivan Beau | CHIEF EXECUTIVE OFFICER | — |


## Disclosures (14)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165926/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165926/similar
- Related entities: https://search.stillhousedata.com/firm/165926/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165926

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.