Hedge Fund Database

ACORNS

ACORNS ADVISERS, LLC Legal Name

Adviser information for ACORNS last updated from Form ADV on March 28th, 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 Delaware, United States

Employees

Total Number of Employees 442
Investment Advisory/Research 18
Registered Broker-Dealer Representatives 23
Registered State Investment Advisers 17
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5.7M $8.2B
Non-Discretionary 29,188 $11.7M
Total 5.8M $8.2B

Clients

Type Number RAUM
Individuals 7.4M $8.2B
HNW Individuals 7 $10.3M
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 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation Fixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 8.2B
Portfolio Manager to Program Sponsor
ACORNS ADVISERS WRAP FEE PROGRAM ACORNS

Identifiers

SEC RIA File Number 801-78602
SEC ERA File Number 801-78602
SEC CIK Numbers 1701879
SEC CRD Numbers 165926
Legal Entity Identifier None

Principal Office

5300 CALIFORNIA AVENUE
IRVINE
CA
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 855-739-2859, Fax: 949-209-5813

Websites

www.instagram.com/acorns/ www.youtube.com/acornsgrow www.linkedin.com/company/acorns-grow-inc-/ www.pinterest.com/acornsgrow www.acorns.com www.snapchat.com/add/acornsgrow www.facebook.com/acornsgrow twitter.com/acorns twitter.com/acornssupport twitter.com/sethwunder_ www.snapchat.com/add/acornsofficial www.tiktok.com/@acorns

Chief Compliance Officer

DENISE A. CHISOLM
CHIEF COMPLIANCE OFFICER
5300 CALIFORNIA AVENUE
IRVINE
CA
United States
Tel: 949-404-3445
(Full email address available in API data)

Regulatory Contact

MICHAEL SCHUENEMANN
DIRECTOR OF COMPLIANCE
5300 CALIFORNIA AVENUE
IRVINE
CA
United States
Tel: 949-326-9176
(Full email address available in API data)

Industry Affiliates

ACORNS SECURITIES, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ACORNS GROW INCORPORATED Domestic Entity – MANAGING MEMBER 09/2012 > 75%
Wunder, Seth Individual – CHIEF EXECUTIVE OFFICER 07/2022 < 5%
CHISOLM, DENISE, ANDREA Individual – CHIEF COMPLIANCE OFFICER 07/2022 < 5%

No. Employees, Historic

500250020202021202220232024202517 on 1/2/202017 on 5/15/202017 on 5/19/202017 on 6/29/202017 on 9/4/202017 on 11/16/2020304 on 5/19/2021304 on 5/19/2021365 on 12/21/2021365 on 3/31/2022365 on 4/1/2022365 on 4/29/2022365 on 8/4/2022365 on 9/12/2022365 on 11/30/2022365 on 11/30/2022365 on 12/1/2022365 on 1/3/2023365 on 1/27/2023365 on 1/30/2023490 on 3/27/2023490 on 3/28/2023442 on 3/28/2024

RAUM, Historic

9B5B02020202120222023202420251821981250 on 1/2/20201821981250 on 5/15/20201821981250 on 5/19/20201821981250 on 6/29/20201821981250 on 9/4/20203377934991 on 11/16/20204736342917 on 5/19/20214736342917 on 5/19/20215882826172 on 12/21/20216170671192 on 3/31/20226170671192 on 4/1/20226170671192 on 4/29/20226170671192 on 8/4/20226170671192 on 9/12/20226170671192 on 11/30/20226170671192 on 11/30/20226170671192 on 12/1/20226170671192 on 1/3/20236170671192 on 1/27/20236170671192 on 1/30/20236295054328 on 3/27/20236295054328 on 3/28/20238210969354 on 3/28/2024

No. Clients, Historic

8M4M02020202120222023202420252954678 on 1/2/20202954678 on 5/15/20202954678 on 5/19/20202954678 on 6/29/20202954678 on 9/4/20205443371 on 11/16/20204345537 on 5/19/20214345537 on 5/19/20214523985 on 12/21/20214612804 on 3/31/20224612804 on 4/1/20224612804 on 4/29/20224612804 on 8/4/20224612804 on 9/12/20224612804 on 11/30/20224612804 on 11/30/20224612804 on 12/1/20224612804 on 1/3/20234612804 on 1/27/20234612804 on 1/30/20236584175 on 3/27/20236584175 on 3/28/20237443661 on 3/28/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ISHARES TR CORE S&P MCP ETF 600K 10M –
ISHARES TR CORE S&P SCP ETF 283K 3M –
ISHARES TR ESG AWARE MSCI 20K 507K –
ISHARES TR ESG AWR MSCI USA 271K 2M –
ISHARES TR MSCI USA ESG SLC 41K 366K –
VANGUARD INDEX FDS S&P 500 ETF SHS 4M 8M –
ISHARES TR ESG AWR MSCI EM 36K 1M –
ISHARES TR CORE MSCI TOTAL 2M 30M –
ISHARES TR ESG AW MSCI EAFE 103K 1M –
ISHARES TR CORE US AGGBD ET 1M 11M –
SPDR SERIES TRUST SPDR BLOOMBERG 44K 482K –
GOLDMAN SACHS ETF TR ACCES TREASURY 44K 442K –
ISHARES TR US TREAS BD ETF 25K 1M –
ISHARES TR ULTR SH TRM BD 44K 876K –
ISHARES TR CORE 1 5 YR USD 462K 10M –
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 44K 876K –
ISHARES TR MBS ETF 24K 262K –
ISHARES TR SHORT TREAS BD 44K 400K –
ISHARES TR 1-3 YR TR BD ETF 15K 187K –
ISHARES TR ESG AWRE 1 5 YR 15K 623K –
ISHARES TR ESG AWRE USD ETF 22K 953K –
PROSHARES TR BITCOIN STRATE 54K 2M –
TESLA INC COM 3K 15K –
APPLE INC COM 3K 16K –
NVIDIA CORPORATION COM 6K 47K –
AMAZON COM INC COM 3K 14K –
MICROSOFT CORP COM 2K 4K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 915 2K –
META PLATFORMS INC CL A 986 2K –
ALPHABET INC CAP STK CL C 777 4K –
COSTCO WHSL CORP NEW COM 703 827 –
ADVANCED MICRO DEVICES INC COM 685 4K –
ELI LILLY & CO COM 615 679 –
SELECT SECTOR SPDR TR TECHNOLOGY 607 3K –
DISNEY WALT CO COM 330 3K –
ALPHABET INC CAP STK CL A 530 3K –
WALMART INC COM 444 7K –
COCA COLA CO COM 369 6K –
NETFLIX INC COM 358 531 –
EXXON MOBIL CORP COM 312 3K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 364 6K –
HOME DEPOT INC COM 265 771 –
VISA INC COM CL A 209 795 –
JPMORGAN CHASE & CO COM 237 1K –
BLACKROCK INC COM 246 312 –
BROADCOM INC COM 279 174 –