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Building 2ACUMEN WEALTH ADVISORS, LLC

Map pinCHATTANOOGA, TN
Phone423-825-4796
NotebookSEC #801-107192
Total AUM
$638.5M
Employees
17
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 FOREST AVENUE
CHATTANOOGA
TN 37405
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
423-825-4796

ReceiptFinancials

Total AUM
$638.5M
Accounts
303
Discretionary
$589.6M
Accounts
291
Non-Discretionary
$48.9M
Accounts
12

ContactClients

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Individual Clients
136
AUM
$36M
HNW Individual Clients
144
AUM
$504.7M
Pooled Vehicle Clients
1
AUM
$9.4M
Pension/Profit Sharing Plan Clients
12
AUM
$48.9M
Charitable Organization Clients
4
AUM
$19.8M
Corporation or Business Clients
6
AUM
$19.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAIALANCNYPATNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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