Also known as Acacia Wealth Advisors
Bel Air Investment Advisors (formerly known as Acacia Wealth Advisors) services the specific investment needs and interests of wealthy individuals, families, and foundations. The practice was built on a set of client-centric values and beliefs which it continues to operate by today. Bel Air has one singular mission: to help clients achieve their financial goals. Bel Air was founded in 1997 to service the investment needs of wealthy individuals and families. For Bel Air to focus more specifically on providing the best investment solutions for our clients, we partnered with Hightower in 2021 to provide regulatory and compliance, legal, technology, accounting, and human resources support. As such, Bel Air operates as an advisory practice under the regulatory umbrella of Hightower as a registered investment advisor, and our employees are employed by Hightower under the supervision of the Bel Air team.
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Bel Air Investment Advisors is a multi family office (mfo) based in Los Angeles, United States, managing approximately $650M in assets.
Bel Air Investment Advisors is headquartered in Los Angeles, United States.
Bel Air Investment Advisors manages approximately $650M in assets under management.
Bel Air Investment Advisors was founded in 1997.
Bel Air Investment Advisors focuses on Philanthropy, Joint Venture/Partner, Investment Funds, Asset Disposition, Multi-Asset Investing, Capital Markets, Trust Management, Wealth & Estate Planning.
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