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ACUMEN WEALTH ADVISORS, LLC
CRD 282565File 801-107192
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$638.5M
Above cohort median (national)
Discretionary AUM
$589.6M
Non-discretionary $48.9M
Clients
303
303 accounts
Employees
17
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 5, 2016
- Principal office
- 250 FOREST AVENUE, CHATTANOOGA, TN, 37405
- Phone
- 423-825-4796
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $638.5M
- Discretionary AUM
- $589.6M
- Non-discretionary AUM
- $48.9M
- Discretionary accounts
- 291
- Non-discretionary accounts
- 12
- Total accounts
- 303
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $19.7M |
| Charitable organizations | 4 | $19.8M |
| High net worth individuals | 144 | $504.7M |
| Pooled investment vehicles | 1 | $9.4M |
| Pension and profit sharing plans | 12 | $48.9M |
| Individuals (other than high net worth individuals) | 136 | $36.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.