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ACUMEN WEALTH ADVISORS, LLC

250 Forest Avenue
Chattanooga, Tennessee 37405
Tel: 423-825-4796

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About ACUMEN WEALTH ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#282565
SEC#801-107192
Assets Managed by Firm$427,313,547
No. of Clients247
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total247$427,313,547
Individuals (other than high net worth individuals)111$30,460,734
High net worth individuals116$310,306,134
Pension and profit sharing plans12$44,132,226
Charitable organizationsFewer than 5 clients$16,032,989
Corporations or other businessesFewer than 5 clients$17,011,464

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