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ACUMEN WEALTH ADVISORS, LLC
ACUMEN WEALTH ADVISORS, LLC
CHATTANOOGA, Tennessee
·
8 registered advisors
·
CRD# 282565
SEC# 801-107192
0
423-825-4796
01
Firm Overview
AUM
$427M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ACUMEN WEALTH ADVISORS, LLC
8 registered advisors
Amy Renee Stone
CHATTANOOGA, Tennessee
CRD# 5398637
Beth Ann Tremaine
CHATTANOOGA, Tennessee
CRD# 2906742
Cheryl F Tynan
CHATTANOOGA, Tennessee
CRD# 6438774
Grant Mccall Allen
CHATTANOOGA, Tennessee
CRD# 7161012
John Michael Owen
CHATTANOOGA, Tennessee
CRD# 5808764
Marinus Stephen Veltenaar
CHATTANOOGA, Tennessee
CRD# 4608188
Rosalind Veltenaar
CHATTANOOGA, Tennessee
CRD# 6909764
Thomas Richard Blewett
CHATTANOOGA, Tennessee
CRD# 1830934
05
Office Locations
CHATTANOOGA, Tennessee
8 advisors
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Data sourced from SEC Form ADV filings. ACUMEN WEALTH ADVISORS, LLC (CRD# 282565) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.