ACCLARO WEALTH MANAGEMENT

ACCLARO WEALTH MANAGEMENT of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 183518). Regulatory assets under management: $4.6M.

Registration

• CRD: 183518
• Type: Registered investment adviser
• Location: 1840 SAN MIGUEL DRIVE, 202, WALNUT CREEK, CA, 94596
• Phone: 925-954-4604
• Latest filing: 2026-05-11
• Regulatory AUM: $4.6M
• Discretionary AUM: $4.6M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 183518 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search