ACUMEN WEALTH ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	282565
SEC#	801-107192
Assets Managed by Firm	$427,313,547
No. of Clients	247
No. of Advisors	17

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 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

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