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ACUMEN WEALTH ADVISORS, LLC

CHATTANOOGA, TN · CRD 282565 · IAPD ↗ · 423-825-4796

$638.5MRegulatory AUM
12Advisory reps
17Employees
0Clients
101-250Planning clients
1Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ACUMEN WEALTH ADVISORS, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — ACUMEN WEALTH ADVISORS, LLC notice-filed in IA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ACUMEN WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($427.3M -> $593.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
September 2024 — ACUMEN WEALTH ADVISORS, LLC notice-filed in CO, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — ACUMEN WEALTH ADVISORS, LLC reported RAUM up 26% ($338.5M -> $427.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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