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Rosalind Veltenaar

ACUMEN WEALTH ADVISORS, LLC·CHATTANOOGA, Tennessee
Unclaimed Profile
250 FOREST AVENUE, CHATTANOOGA, TN 37405CRD# 6909764Firm CRD# 282565
01

About

Rosalind Veltenaar is a registered financial advisor based in CHATTANOOGA, Tennessee, affiliated with ACUMEN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ACUMEN WEALTH ADVISORS, LLC
ACUMEN WEALTH ADVISORS, LLC
AUM
$427M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at ACUMEN WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6909764
Firm CRD# 282565
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rosalind Veltenaar offer?
Rosalind Veltenaar specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are Rosalind Veltenaar's credentials?
Rosalind Veltenaar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosalind Veltenaar located?
Rosalind Veltenaar is based in CHATTANOOGA, Tennessee, working with ACUMEN WEALTH ADVISORS, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.
How does Rosalind Veltenaar charge for services?
Rosalind Veltenaar's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACUMEN WEALTH ADVISORS, LLC?
ACUMEN WEALTH ADVISORS, LLC has approximately 17 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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