ACUTE INVESTMENT ADVISORY
ACUTE INVESTMENT ADVISORY, LLC Legal Name
Adviser information for ACUTE INVESTMENT ADVISORY last updated from Form ADV on January 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,616 | $221.3M |
| Non-Discretionary | 3 | $1.3M |
| Total | 1,619 | $222.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 631 | $141.1M |
| HNW Individuals | 63 | $81.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 225 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMREFERRAL FEES |
Principal Office
4856 EAST BASELINE ROADSUITE 104
MESA
AZ
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 480-620-6907, Fax: 800-537-4185
Chief Compliance Officer
MATT DEATON
4856 EAST BASELINE ROAD, #104
MESA
AZ
United States
Tel:
480-223-2505
Fax:
800-537-4185
M***@**********************M
(Full email address available in API data)
Industry Affiliates
| ACUTE WEALTH ADVISORS, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DEATON, MATTHEW, J. | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 11/2004 | 50-75% |
| ROBERTS, DAMON, B. | Individual | – | MEMBER | 04/2014 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APPLE INC | COM | 347K | 2K | – |
| BANK AMERICA CORP | COM | 283K | 7K | – |
| CSX CORP | COM | 379K | 11K | – |
| COSTCO WHSL CORP NEW | COM | 346K | 407 | – |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 19M | 185K | – |
| ISHARES TR | 20 YR TR BD ETF | 12M | 130K | – |
| ISHARES TR | SHORT TREAS BD | 325K | 3K | – |
| ISHARES TR | TRS FLT RT BD | 57M | 1M | – |
| ISHARES TR | BLACKROCK ULTRA | 37M | 736K | – |
| ISHARES TR | 0-3 MNTH TREASRY | 9M | 91K | – |
| SPDR SER TR | PORTFOLIO CRPORT | 2M | 85K | – |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 27M | 554K | – |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 5M | 84K | – |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 5M | 107K | – |