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| Acumen Wealth Advisors LLC
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| |
|---|---|
| CRD # | 282565 |
| SEC # | 801-107192 |
| CIK # | 0001939202 |
| AUM | $427.3 MM (2024-08-08) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 423-825-4796 |
| Address | 250 Forest Avenue Chattanooga, TN 37405 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Cumberland Laurel Fund I LLC | [2022-03-18] | 9.4 | 9.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 30.5 |
| (b) Individuals (high net worth individuals) | 116 | 310.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 9.4 |
| (g) Pension and profit sharing plans | 12 | 44.1 |
| (h) Charitable organizations | 0 | 16.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 17.0 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 427.3 |
| By Discretionary | ||
| Discretionary | 235 | 385.7 |
| Non-Discretionary | 12 | 41.6 |
| Total | 247 | 427.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.3 | |
| Total | 247 | 427.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Paula Jill Green | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Apex Financial Advisors Inc
✚
|
PA | 0.5 |
|
Trevian Wealth Management LLC
✚
|
MA | 0.5 |
|
FCA Corp
✚
|
TX | 0.5 |
|
Marshall & Sullivan Inc
✚
|
WA | 0.4 |
|
Stony Point Wealth Management Inc
✚
|
VA | 0.4 |
|
KDK Private Wealth Management LLC
✚
|
TX | 0.4 |
|
Holcombe Financial Inc
✚
|
GA | 0.3 |
|
Fairbanks Capital Management Inc
✚
|
CA | 0.3 |
|
Insight 2811 Inc
✚
|
IL | 0.3 |
|
Access Wealth Management Inc
✚
|
KY | 0.3 |