Acumen Wealth Advisors, LLC
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 282565
- Registered since
- February 5, 2016
- Website
- acumenwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.04%
- Pension & Profit Sharing Plans7.66%
- Individuals5.64%
- Charitable Organizations3.1%
- Corporations / Businesses3.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Acumen Wealth Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2016. The firm describes itself as a capital allocator that serves both individual/family and institutional clients, providing financial planning and portfolio management across households, pooled vehicles and institutions. Its advisory offerings include selection of other advisers and pension consulting, and it acts in sponsor/GP and managing-member roles for pooled investment vehicles. Fee arrangements are flexible and include AUM-based fees alongside hourly and fixed-fee engagements. Acumen does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- State & Local Bonds10%
- US Government Bonds6%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Marinus Veltenaar
CEO and Managing PartnerCRD 4608188
Amy Stone
Chief Operations and Compliance OfficerCRD 5398637
David Wolfe
Chief Financial OfficerCRD 7562015
Contacts
3 of 12
Katherine Staten-Sneed
Wealth AdvisorCRD 7040832
Colby Kaluzniak
Senior Client Service AssociateCRD 7503119
Shawna Mccoy
Director of OperationsCRD 5513654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$184M in ETFs
50%
$91.8M
33%
$92.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $34.6M | 349,345 | 18.79% |
Location
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 250 Forest Ave
- Time zone
- CT (UTC-6)
- Office locations
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