Acumen Wealth Advisors, LLC
Acumen Wealth Advisors, LLC is an SEC-registered wealth manager in Chattanooga, TN with $638.5M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Acumen Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282565, SEC 801-107192, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $638.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Chattanooga, TN
- Employees
- 17
- Clients
- 303
- CRD
- 282565
- Ownership
- VELTENAAR, MARINUS, STEPHEN; TYNAN, CHERYL, F; Tremaine, BETH, ANN; OWEN, JOHN, MICHAEL; STONE, AMY, RENEE
How much AUM does Acumen Wealth Advisors, LLC have?
Acumen Wealth Advisors, LLC reported $638.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Acumen Wealth Advisors, LLC?
Disclosed owners and executives of Acumen Wealth Advisors, LLC include VELTENAAR, MARINUS, STEPHEN, TYNAN, CHERYL, F, Tremaine, BETH, ANN, OWEN, JOHN, MICHAEL, STONE, AMY, RENEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.