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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Acumen Wealth Advisors LLC
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|---|---|
| CRD # | 282565 |
| SEC # | 801-107192 |
| CIK # | 0001939202 |
| AUM | $593.7 M (2025-04-30) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 423-825-4796 |
| Address | 250 Forest Avenue Chattanooga, TN 37405 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Cumberland Laurel Fund I LLC | [2022-03-18] | 9.4 | 9.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 56.4 |
| (b) Individuals (high net worth individuals) | 145 | 431.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 9.4 |
| (g) Pension and profit sharing plans | 13 | 44.5 |
| (h) Charitable organizations | 6 | 22.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 29.4 |
| (n) Other | 0 | 0.0 |
| Total | 271 | 593.7 |
| By Discretionary | ||
| Discretionary | 260 | 553.0 |
| Non-Discretionary | 11 | 40.7 |
| Total | 271 | 593.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 593.7 | |
| Total | 271 | 593.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paula Jill Green | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westwind Capital
✚
|
NM | 0.7 |
|
Canvas Wealth Advisors LLC
✚
|
KS | 0.7 |
|
Rovin Capital LLC
✚
|
AZ | 0.7 |
|
Towercrest Capital Management LLC
✚
|
PA | 0.7 |
|
Regis Metro Associates Inc
✚
|
CA | 0.7 |
|
Trevian Wealth Management LLC
✚
|
0.5 | |
|
FCA Corp
✚
|
TX | 0.5 |
|
Apex Financial Advisors Inc
✚
|
PA | 0.5 |
|
Marshall & Sullivan Inc
✚
|
WA | 0.5 |
|
Stony Point Wealth Management Inc
✚
|
VA | 0.4 |