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ACUMEN FINANCIAL ADVISORS, LLC

EDINA, MN · CRD 152748 · IAPD ↗ · 952-521-1625

$465.2MRegulatory AUM
1Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — ACUMEN FINANCIAL ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — ACUMEN FINANCIAL ADVISORS, LLC reported RAUM up 27% ($306.1M -> $390.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.