Updated November 20, 2023
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Acumen Wealth Advisors, LLC

Investment Advisor Firm
Total assets under management$339M
Years in business12+

About Acumen Wealth Advisors, LLC

Acumen Wealth Advisors, LLC is a financial advisory company that aims to protect legacies, grow assets, and prioritize the needs of its clients. The company is driven by a mission to positively impact the lives of its clients and the community, offering services to help individuals Invest Intentionally®.

As a registered investment adviser (RIA), Acumen Wealth Advisors focuses on helping families achieve their financial goals through education, strategic planning, frequent communication, and leveraging technology to build trust and strong client relationships. By keeping clients informed and involved in investment decisions, Acumen believes consistent communication is key to delivering high-quality client service.

Acumen employs a team approach to managing clients' financial well-being. This approach creates improved efficiencies; allows employees to focus on their core competencies in financial planning, investment management, or client service; ensures effective processes and faster response times; encourages innovation; and enables multiple team members to understand each client's situation deeply.

Overall, Acumen Wealth Advisors aims to provide comprehensive financial services while prioritizing the interests of its clients.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management

More about Acumen Wealth Advisors, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
28256510

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Acumen Wealth Advisors, LLC.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings