Wealth Acumen, Inc.
Wealth Acumen, Inc. (CRD# 133475) is a financial advisory firm headquartered in , . They manage $13,531,104 in 14 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wealth Acumen, Inc.
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$966,507
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Wealth Acumen, Inc.
1
Scott Campbell (CRD# 2584299) is an Investment Advisor Representative working at Wealth Acumen, Inc. in Parker, CO and has over 29 years of experience in the finance industry.
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