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ACUMEN WEALTH ADVISORS, LLC
CRD 282565 · SEC 801-107192
250 FOREST AVENUE, CHATTANOOGA, TN, 37405, United States
Phone
423-825-4796
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$638.5M
Discretionary AUM
$589.6M
Team
17 total employees; 12 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $36.0M |
| High net worth individuals | 144 | $504.7M |
| Pooled investment vehicles | 1 | $9.4M |
| Pension/profit sharing plans | 12 | $48.9M |
| Charitable organizations | 4 | $19.8M |
| Corporations/business entities | 6 | $19.7M |
States served
CO, GA, IA, LA, NY, NC, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD