Acumen Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

282565

SEC number

801-107192

Firm type

RIA

Assets under management

$638.5M as of Mar 27, 2026

Website

www.facebook.com/ACUMENWEALTHADVISORS ↗

Phone

423-825-4796

Address

250 Forest Avenue, Chattanooga, TN, 37405

Advisors at this firm

12 in our index · page 1 of 1

• Michael Allan AlbertsonCRD 8210796 · Chattanooga, TN
  IA Registered
• Colby Lance KaluzniakCRD 7503119 · Chattanooga, TN
  IA RegisteredRegistration inactive
• Kent Berry MannCRD 7338747 · Chattanooga, TN
  IA RegisteredRegistration inactive
• Shawna MccoyCRD 5513654 · Chattanooga, TN
  IA RegisteredRegistration inactive
• Jennifer MorrisonCRD 7024281 · Chattanooga, TN
  IA RegisteredRegistration inactive
• Amy Renee StoneCRD 5398637 · Chattanooga, TN
  IA Registered
• Katherine Danielle Staten-SneedCRD 7040832 · Chattanooga, TN
  IA Registered
• Marinus Stephen VeltenaarCRD 4608188 · Chattanooga, TN
  IA Registered
• Julie WeddleCRD 2727511 · Chattanooga, TN
  IA RegisteredRegistration inactive
• Reed David WaltersCRD 2508923 · Chattanooga, TN
  IA RegisteredRegistration inactive
• David Horner WolfeCRD 7562015 · Chattanooga, TN
  IA Registered
• Jerome Hyonjin YouCRD 6745946 · Chattanooga, TN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.