Important Disclosures
Aceeda Wealth Management, Inc. (“Aceeda”) is an investment advisory firm registered with the Texas State Securities Board (TSSB) and headquartered in Plano, Texas. Aceeda and its representatives adhere to all applicable registration and filing requirements of the states in which they conduct business and maintain clients. Aceeda is authorized to provide advisory services only in those jurisdictions where it is appropriately registered or is exempt from registration requirements.
This website is intended solely to offer general information about Aceeda’s investment advisory services and to provide access to educational content, third-party resources, and publications. It is not intended as a solicitation or offer to sell securities, or as the provision of individualized investment advice via the Internet.
Any direct communications between Aceeda and prospective clients will be handled by representatives who are either registered or exempt from registration in the appropriate jurisdiction.
To verify Aceeda’s registration status, you may contact the TSSB or go to the Investment Adviser Public Disclosure website. Aceeda provides all prospective clients with a current digital copy of its Form ADV Part 2 (“Brochure”) prior to entering into an advisory agreement. A printed version of the Brochure, which outlines our services, business practices, and fees, is available upon request.
Aceeda does not guarantee the accuracy, relevance, or timeliness of content provided by third-party sources linked on this website. Such content is made available strictly for informational purposes, and users are encouraged to review it critically.
