Acumen Wealth Advisors Review

Trust Score 86%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Acumen Wealth Advisors, federally registered in 2016, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 4 advisors. Acumen Wealth Advisors manages $184.5 million and provides investment advisory services for 135 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,366,977
Hybrid Advisor No
Disciplinary History No
Total AUM $184.5 million
Advisor / Client Ratio 1:34
Headquarters Chattanooga, TN
SEC Filings Forms and Brochures    (CRD # 282565)
State(s) Registered AL, FL, GA, IA, LA, TN

Questions & Answers

Get answers about Acumen Wealth Advisors

Ask a question question_answer