Acumen Financial Advisors, LLC
Acumen Financial Advisors, LLC is an SEC-registered wealth manager in Edina, MN with $465.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Acumen Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152748, SEC 801-71042, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $465.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Edina, MN
- Employees
- 5
- Clients
- 220
- CRD
- 152748
- Ownership
- RYAN, JOHN, FRANCIS; STEGER, TODD, WILLIAM; FUTTERER, DEBORAH, PALMER; JOHNSON, DEBORAH, PALMER
How much AUM does Acumen Financial Advisors, LLC have?
Acumen Financial Advisors, LLC reported $465.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Acumen Financial Advisors, LLC?
Disclosed owners and executives of Acumen Financial Advisors, LLC include RYAN, JOHN, FRANCIS, STEGER, TODD, WILLIAM, FUTTERER, DEBORAH, PALMER, JOHNSON, DEBORAH, PALMER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.