Acumen Wealth Advisors, LLC
Acumen Wealth Advisors, LLC (CRD# 282565) is a financial advisory firm headquartered in Chattanooga, TN. They manage $427,313,547 in 247 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management427MILLION
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Total Number of Accounts247ACCOUNTS
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Average Account Value$1,730,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, LA, NC, TN, TX
Amy Stone (CRD# 5398637) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 15 years of experience in the finance industry.
Marinus Veltenaar (CRD# 4608188) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 21 years of experience in the finance industry.
Julie Weddle (CRD# 2727511) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 5 years of experience in the finance industry.
Grant Allen (CRD# 7161012) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 4 years of experience in the finance industry.
Bryson Glover (CRD# 6946510) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 3 years of experience in the finance industry.
Christian Johnson (CRD# 7842820) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has 1 year of experience in the finance industry.
Shawna McCoy (CRD# 5513654) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 3 years of experience in the finance industry.
Ashley Nichols (CRD# 7766349) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has 1 year of experience in the finance industry.
Katherine Sanchez (CRD# 7040832) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 3 years of experience in the finance industry.
David Wolfe (CRD# 7562015) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has 1 year of experience in the finance industry.