CHATTANOOGA, TNCRD 282565Latest ADV March 27, 2026
Acumen Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated March 27, 2026, reports $638M in regulatory assets under management, 17 employees, and 303 accounts.
Top client segmentHNWI represent 47.5% of total clients.
Top client categories% of clientsClients
1
HNWI
47.5%
144
2
Individuals
44.9%
136
3
Pension Plans
4.0%
12
4
Corporations
2.0%
6
5
Charitable
1.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$638Mas of March 27, 2026
Discretionary92.3%
$590M
92% of total RAUM92.3%
Non-discretionary7.7%
$49M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$638M
Total Accounts303
10Y AUM Change+$508M (+388.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee18:1
10Y Employee Change+7 (+70.0%)
* 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.