FindingFraud.org


Blog
Contact
Initial
Research

ACUMEN WEALTH ADVISORS, LLC
ACUMEN WEALTH ADVISORS, LLC (CRD# 282565) is an SEC-Registered Investment Advisor (RIA), headquartered in Chattanooga, TN. The SEC approved the firm to operate as an RIA in Feb 2016. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $166.7 Million, and has discretion over 79% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
ACUMEN WEALTH ADVISORS, LLC also reported in Oct 2018:
  • 9 employees, with 4 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACUMEN WEALTH ADVISORS, LLC has no disclosure events reported to the SEC at this time.
 

View ACUMEN WEALTH ADVISORS, LLC's most recent Form ADV filing
 


ACUMEN WEALTH ADVISORS, LLC has Notice Filings with the following State Securities Authorities: AL-Oct 2018, FL-Feb 2016, GA-Feb 2016, IA-May 2016, LA-Feb 2016 , TN-Feb 2016, TX-Apr 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.