Damon Roberts has held the title Member at Acute Investment Advisory since April 2014, is a control person of the firm and directly owns between 50% and 75% of it.
Acute Investment Advisory, LLC is a Mesa, AZ firm with $238M under management, 787 clients and 4 advisers across 4 offices, as of its February 2026 filing.
Damon Roberts is Founder of Acute Wealth Advisors. He founded the firm in 2001 with the goal of helping individuals prepare for and enjoy their retirement years. As an investment advisor representative and licensed insurance producer, he has worked with clients for nearly two decades on tax optimization, estate management and Social Security maximization.
- Acute Investment AdvisoryCurrent– present · 11 yearsMesa, AZ · Adviser representative · Firm CRD 170368
Investment adviser representative registrations
Damon Roberts is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2014; the most recent is Texas, in February 2021.
- ArizonaSince 5 November 2014
- TexasResidentSince 23 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Damon B. Roberts
- CRD
- 6298279
- Firm
- Acute Investment Advisory · CRD 170368
- Role
- Member
- Office
- 4856 EAST BASELINE ROAD, SUITE 104, Mesa, AZ 85206
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- acutewealthadvisors.com
Where does Damon Roberts work?
Damon Roberts has held the title Member at Acute Investment Advisory, LLC since April 2014, and is a control person of the firm.
Is Damon Roberts a financial advisor?
Yes. Damon Roberts has a current investment-adviser registration in Arizona and Texas, through Acute Investment Advisory since November 2014.
How many years of experience does Damon Roberts have?
Damon Roberts has 11 years in the financial industry, since November 2014, across 1 adviser firm.
What exams has Damon Roberts passed?
Damon Roberts passed the Series 65 in September 2014.
Where is Damon Roberts based?
Damon Roberts’ registered office is in Mesa, AZ.
Is Damon Roberts registered with FINRA?
No. Damon Roberts has no current broker registration.
How can I verify Damon Roberts’ record?
Search CRD 6298279 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Damon Roberts’ full registration record.
