Acumen Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 30, 2026, reports $465M in regulatory assets under management, 5 employees, and 624 accounts.
Assets Under Management
$465M
Employees
5
Offices
--
Total Clients
220
Primary office
EDINA, MN
3601 WEST 76TH STREET, SUITE 475, EDINA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.9% of total clients.
Top client categories% of clientsClients
1
HNWI
60.9%
134
2
Individuals
39.1%
86
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$465Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$465M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$465M
Total Accounts624
10Y AUM Change+$211M (+82.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee44:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.