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Acumen Wealth Advisors, LLC
ACUMEN WEALTH ADVISORS, LLC is an SEC-registered investment adviser in CHATTANOOGA, TN, registered since 2016. The firm manages $638 million in assets, with...
Overview
ACUMEN WEALTH ADVISORS, LLC is an SEC-registered investment adviser in CHATTANOOGA, TN, registered since 2016. The firm manages $638 million in assets, with $590 million on a discretionary basis. It has 17 employees and 12 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
How does Acumen Wealth Advisors source proprietary deal flow?
The firm does not appear to source proprietary deals. It functions as a fiduciary adviser that allocates client capital to third-party investment vehicles rather than negotiating direct co-investments or club deals.
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