ACEEDA WEALTH MANAGEMENT, INC.

ACEEDA WEALTH MANAGEMENT, INC. of PLANO, TX is an SEC-registered investment adviser (CRD 334893). Regulatory assets under management: $5.7M.

Registration

• CRD: 334893
• Type: Registered investment adviser
• Location: 6900 DALLAS PKWY, PLANO, TX, 75024
• Phone: 469-863-1130
• Latest filing: 2026-03-30
• Regulatory AUM: $5.7M
• Discretionary AUM: $5.7M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334893 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search