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ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748 · SEC 801-71042
3601 WEST 76TH STREET, SUITE 475, EDINA, MN, 55435, United States
Phone
952-521-1625
Fax
952-521-1635
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$465.2M
Discretionary AUM
$0
Team
5 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $32.7M |
| High net worth individuals | 134 | $432.6M |
States served
CA, CO, IA, MN, OH, WI, WA, FL
Official SEC filing: View on IAPD