A
Acme Jack Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$178,000,000
Clients
73
45% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
HighAverage account size
$2,438,356
About
Acme Jack Wealth Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm advises on a broad range of instruments including stocks, bonds, ETFs, options, mutual funds and alternative investments such as hedge funds, private placements, real estate and venture/post‑venture capital.
The firm combines technical and fundamental analysis with both top‑down and bottom‑up approaches and implements long‑ and short‑term strategies tailored to each client’s risk profile and circumstances. Accounts are reviewed at least annually, the firm may select third‑party sub‑advisers when appropriate, and it serves in a discretionary capacity and may act as a wrap program sponsor.
Founded in 2021 as a sole‑owned adviser making its first ADV filing, Acme manages a relatively large asset base across a small client roster (approximately $181.1 million in AUM across 74 clients with a single designated advisor), and its active access to alternative investments and role as a promotor/third‑party manager sponsor is unusual for a one‑advisor firm. The brochure also discloses operational features that differ from many peers: it generally recommends Fidelity/NFS as custodian, does not receive transaction‑based broker compensation, and does not vote proxies on clients’ behalf.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
1.00% annually
Main office location
Acme Jack Wealth Management
Hudson OH, United States
Number of offices
1
Most active in
Acme Jack Wealth Management has reported serving >5 clients in these states in the last 12 months.
Colorado · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")