DBA: ACADIA LEGACY GROUP
| Total AUM | $133.2M |
| Discretionary | $133.2M100% of AUM |
| Client Accounts | 191 |
| Avg Account Size | $697K |
| Employees | 4 |
| Peak AUM | $133.2MMar 2026 |
| AUM CAGR | +4.2% /yrover 4 yrs · 11 filings |
Total AUM
$133M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $133M | +14.2% | +8.1% | +4.2% | |
| Discretionary AUM | |||||
| Total AUM | $133.2M |
| Discretionary | $133.2M |
| Employees | 4 |
| Client Accounts | 191 |
| Client Range | 26-50 |
Address
1820 NW 118TH STREET
CLIVE IA 50325
Phone
515-212-2112
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$133M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $133M |
| +14.2% |
| +8.1% |
| +4.2% |
| Total Accounts | 191 | +55.3% | +62.1% | +22.1% |
| Avg Account Size | $697,341.555 | 26.5% | 33.3% | 14.6% |
| Employees | 4 | 0.0% | +9.8% | +7.5% |
| AUM / Employee | $33M | +14.2% | 1.5% | 3.0% |
Client AUM Segments | |||||
| Wealth AUM | $133M | +14.2% | +8.1% | +4.2% | |
Client Count Segments | |||||
| HNW Clients | 27 | +17.4% | +10.2% | +7.8% | |
| Individuals | 18 | 21.7% | 7.6% | 3.8% | |