# Acumen Financial Advisors

Acumen Financial Advisors is a Bank / Wealth / Trust based in Edina, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Edina, United States
- **Region:** North America
- **Address:** Edina, MN, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** www.acumenfinancial.com
- **LinkedIn:** linkedin.com/company/acumen-financial-advisors-

## Regulatory record

- **CRD number:** 152748
- **SEC file number:** 801-71042
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152748

## About

Acumen Financial Advisors was established in 1995 and remains headquartered in Edina, Minnesota. It delivers non-discretionary asset management together with financial planning. The firm executes portfolio management for a client base that includes individuals, trusts, estates, pensions and profit-sharing plans. No public data disclose specific asset classes, named holdings or geographic deployment beyond the headquarters location. No information on team size, additional offices or adjacent vehicles appears in available records. No operational events from the last 24 months have been identified. The firm operates as a non-discretionary RIA without disclosed hybrid structures, co-investment vehicles or succession arrangements.

## Questions

### Who runs investment decisions at Acumen Financial Advisors?

No named principals or CIO appear in public records.

### Does Acumen Financial Advisors participate in fund commitments or only direct deals?

Public sources provide no detail on fund commitments or direct investments.

### What investment stages does Acumen Financial Advisors typically target?

No information on investment stages is available.

## Related profiles

- [Acumen](https://altss.com/profile/acumen)
- [Acumen Ventures](https://altss.com/profile/acumen-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/acumen-financial-advisors

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