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| Acumen Wealth Advisors LLC
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| CRD # | 282565 |
| SEC # | 801-107192 |
| CIK # | 0001939202 |
| AUM | 638.5 M (2026-03-27) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 423-825-4796 |
| Address | 250 Forest Avenue Chattanooga, TN 37405 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001939202 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 13.9 | ||
| Apple Inc | 12.9 | ||
| Alphabet Inc | 12.5 | ||
| Facebook Inc | 9.7 | ||
| Amazon Com Inc | 9.1 | ||
| Johnson & Johnson | 8.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.6 | ||
| Lam Research Corp | 7.7 | ||
| Broadcom Inc | 7.7 | ||
| Nvidia Corp | 6.9 | ||
| Thermo Fisher Scientific Inc | 6.2 | ||
| Visa Inc | 5.3 | ||
| US Bancorp de | 4.9 | ||
| Cass Information Systems Inc | 4.7 | ||
| Abbott Laboratories | 4.6 | ||
| Lilly Eli & Co | 4.0 | ||
| Texas Instruments Inc | 3.9 | ||
| Salesforce Com Inc | 3.8 | ||
| Coca Cola Co | 3.7 | ||
| Hilton Worldwide Holdings Inc | 3.6 | ||
| TJX Companies Inc /DE/ | 3.6 | ||
| Tesla Motors Inc | 3.5 | ||
| Merck & Co Inc | 3.3 | ||
| Unilever PLC | 3.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Cumberland Laurel Fund I LLC | [2022-03-18] | 9.4 M | 9.4 M |
| Offered $30,000,000 · Filed 2024-02-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $20,630,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 36.0 |
| (b) Individuals (high net worth individuals) | 144 | 504.7 |
| (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 | 48.9 |
| (h) Charitable organizations | 4 | 19.8 |
| (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 | 6 | 19.7 |
| (n) Other | 0 | 0.0 |
| Total | 303 | 638.5 |
| By Discretionary | ||
| Discretionary | 291 | 589.6 |
| Non-Discretionary | 12 | 48.9 |
| Total | 303 | 638.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 638.5 | |
| Total | 303 | 638.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Paula Jill Green | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001939202] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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