Acumen Financial Advisors LLC

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Assets, Funds, Holdings

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Acumen Financial Advisors LLC
CRD #152748
SEC #801-71042
CIK #
AUM $390.1 MM (2024-03-22)
Employees 4 (25% Investors, 25% Brokers)
Phone952-521-1625
Address3601 West 76th Street
Edina, MN 55435
Source [IAPD] [Website]
Total AUM ($MM)
50040030020010002010201520202025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 96 36.6
(b) Individuals (high net worth individuals) 115 353.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 591 390.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 591 390.1
Total 591 390.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 390.1
Total 591 390.1
Comparable Firms State AUM ($BB)
Allegiant Wealth Advisors LLC
OK 0.4
Wealth Effects LLC
MA 0.4
Carl P Sherr & Co LLC
MA 0.4
Selective Wealth Management Inc
VA 0.4
Oldfather Financial Services LLC
NE 0.4
Financial Freedom LLC
OH 0.4
Strathmore Capital Advisors Inc
NC 0.4
McCarthy Grittinger Financial Group LLC
WI 0.4
Frederick Financial Consultants LLC
MD 0.4
Sierra Investment Management Inc
CA 0.4
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