250 Forest Avenue
Chattanooga, Tennessee 37405
Tel: 423-825-4796
ACUMEN WEALTH ADVISORS, LLC, formally registered with the SEC as ACUMEN WEALTH ADVISORS, LLC. The firm was established in 02/05/2016. They have over 1 offices throughout the country.
ACUMEN WEALTH ADVISORS, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $427,313,547 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282565 |
SEC# | 801-107192 |
Assets Managed by Firm | $427,313,547 |
No. of Clients | 247 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 247 | $427,313,547 |
Individuals (other than high net worth individuals) | 111 | $30,460,734 |
High net worth individuals | 116 | $310,306,134 |
Pension and profit sharing plans | 12 | $44,132,226 |
Charitable organizations | Fewer than 5 clients | $16,032,989 |
Corporations or other businesses | Fewer than 5 clients | $17,011,464 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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