RIA Intel›Advisers›Iowa›ACADIA LEGACY GROUP, LLC

ACADIA LEGACY GROUP, LLC

Advisory

N·CLIVE, IA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$133M
1-Year AUM Growth
+5.5%
3-Year CAGR
0.0%
Employees
3
Assets Under Management
Total AUM$133M
Discretionary AUM$133M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingMar 15, 2022
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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