Acme Wealth Partners · Firms
Member firms
Search the association book, view the scoped board for live demo firms, and see demo-pending status for firms that are not drillable yet.
Member firms
Focused register for affiliated firms. Smith Wealth has a live board; demo-pending firms link to status pages and cannot queue reports.
12 firms matched
| Firm | Requests | View | |||||
|---|---|---|---|---|---|---|---|
| Cedar Bridge FinancialMina Patel · Rochester, NY | C73% | 1 | −3 | Needs follow-up | Device security | 4 | View statusReport demo pending |
| Cliffside AdvisoryNoor Ellis · Syracuse, NY | A-91% | +7 | Validated May 15 | Policy review | 0 | View statusReport demo pending | |
| Fairway PlanningReese Holt · Queens, NY | B-82% | −1 | Updated May 9 | Access control | 2 | View statusReport demo pending | |
| Greenfield AdvisorsSamira Cole · Garden City, NY | A-90% | +3 | Updated May 11 | Physical safeguards | 0 | View statusReport demo pending | |
| Harbor Oak PlanningDana Keene · Albany, NY | B-80% | +1 | Report pending | Vendor review | 1 | View statusReport demo pending | |
| Lakeside AdvisoryGabe Moran · Buffalo, NY | No assessment | No Level | Awaiting data | Invite accepted | Assessment not started | 0 | View statusReport demo pending |
| Marlowe FinancialIris Marlowe · White Plains, NY | D64% | No Level | −2 | Overdue review | Backup testing | 5 | View statusReport demo pending |
| Northstar CapitalLeah Chen · New York, NY | A94% | +1 | Validated May 12 | Vendor review | 0 | View statusReport demo pending | |
| Riverbend RIAAvery Quinn · Troy, NY | D62% | No Level | · | No update this month | Continuous monitoring | 5 | View statusReport demo pending |
| Smith Wealth AdvisorsJordan Smith · New York, NY | B84% | +6 | Updated today | Backup testing | 3 | ||
| Stonebridge CapitalTheo Barnes · Ithaca, NY | B+87% | +5 | Updated May 15 | Incident tracking | 1 | View statusReport demo pending | |
| Summit Wealth GroupNolan Price · Brooklyn, NY | A-92% | · | Updated May 10 | Oversight cadence | 0 | View statusReport demo pending |