Thomas
Ureche
Acorn Wealth Advisors, LLC
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About this Advisor
Thomas Ureche is a financial advisor who works out of Grand Blanc, Michigan with a total of 7 years of industry experience. Ureche is on the advisory team at Acorn Wealth Advisors, LLC. The advisor has gained experience at Mt. Morris Consolidated Schools and Acorn Wealth Advisors, LLC. Ureche holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Michigan. Acorn Wealth Advisors, LLC is a business operating out of Grand Blanc, MI. The firm has just five employees. It handles $326 million in assets among its 1,622 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,622 customer accounts, 46% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which services are provided. Fees charged by Acorn Wealth Advisors, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Acorn Wealth Advisors, LLC Brokerage Details
$325,743,249
5
1,622
$200,828
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Thomas Ureche Work History
Thomas has been registered as a financial advisor for 7 years.*
Acorn Wealth Advisors, LLC
Mt. Morris Consolidated Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Ureche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Acorn Wealth Advisors, LLC
Grand Blanc, MI
Grand Blanc, MI
Grand Blanc, MI
Grand Blanc, MI
Grand Blanc, MI
Grand Blanc, MI
Grand Blanc, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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