A
Akkadian Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,023,210
Total clients
18
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$279,067
About
Akkadian Wealth is a state‑registered independent investment adviser that serves individuals, high‑net‑worth clients and small businesses with asset management, wealth planning and consulting services. The firm provides tailored portfolio construction and ongoing monitoring, and can assist clients with selection and oversight of third‑party money managers.
The firm describes an active, tailored approach that draws on fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis and periodic rebalancing to align portfolios with client goals and risk tolerance. Accounts are managed on a discretionary or non‑discretionary basis, and the adviser requires use of Interactive Brokers or Charles Schwab as custodians for managed accounts.
Akkadian Wealth’s brochure discloses that its investment adviser representatives are licensed insurance agents and that insurance sales account for approximately 10% of the adviser’s time, which the firm identifies as a potential conflict of interest to be disclosed to clients. The ADV also documents material changes (for example, it no longer receives referrals from Smart Advisor), notes the firm may bill for assets held outside the custodian (such as variable annuities or retirement plan assets), and reports no disciplinary history.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Wealth management
Fee options
Comprehensive financial plans $1,000 - $5,000, negotiable based on complexity
$0 - $500,000: 1.45% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $15,000,000: 0.55% $15,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% More than $50,000,000+: 0.30%
Insurance commissions from sale of life, disability, health, and long-term care insurance
$500 per hour
Fee-only: Wealth planning fixed fees from $1,000 to $5,000; hourly fees $500/hour; fixed project fees negotiable
Main office location
Akkadian Wealth LLC
8350 E. Raintree Dr. Ste 245
Scottsdale AZ 85260, United States
Number of offices
1
Most active in
Akkadian Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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