Acumen Wealth Advisors

  • Investment Bank/Securities Brokerage
  • Chattanooga TN
  • 24 employees
  • Investment Management
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Company Overview

Headquarters
250 Forest Avenue, Chattanooga TN
Website
acumenwealth.com
Phone
(941) 206-****
Employees
24
Founded in
2012
Industry
Investment Bank/Securities Brokerage
NAICS Codes
54 - Professional, Scientific, and Technical Services
541 - Professional, Scientific, and Technical Services
5416 - Management, Scientific, and Technical Consulting Services
54161 - Management Consulting Services
541611 - Administrative Management and General Management Consulting Services
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
621 - Security Brokers, Dealers, and Flotation Companies
87 - Engineering, Accounting, Research, Management, and Related Services
874 - Management and Public Relations Services
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Financials & Stats

Revenue

$2B

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Who is Acumen Wealth Advisors

Acumen Wealth Advisors, LLC® is a Registered Investment Adviser located in Chattanooga, Tennessee. The firm employs 24 individuals and generates approximately $2 million in annual revenue. Acumen Wealth Advisors provides investment advisory services, focusing on protecting client legacies, growing assets, and prioritizing client needs. Their mission emphasizes intentional investing and making a positive impact on clients' lives and the community. Acumen Wealth Advisors distinguishes itself by emphasizing client-centricity, community involvement, and a commitment to intentional investing. Clients interested in learning more about Acumen Wealth Advisors' services can visit their website at www.acumenwealth.com.

Company Leadership

Ashley Nichols

Chief Strategy Officer (CSO)

Phone Email

Acumen Wealth Advisors Tech Stack

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FAQ

What is the location of Acumen Wealth Advisors's headquarters?
The headquarters of Acumen Wealth Advisors are situated at 250 Forest Avenue, Chattanooga TN
What is Acumen Wealth Advisors's phone number?
Acumen Wealth Advisors's contact number is (941) 206-****.
What is Acumen Wealth Advisors's official website?
The official website of Acumen Wealth Advisors can be found at acumenwealth.com.
What is Acumen Wealth Advisors's current revenue?
As of March 2018, Acumen Wealth Advisors's annual revenue reached $2B.
How many employees does Acumen Wealth Advisors currently have?
Acumen Wealth Advisors employs approximately 24+ people as of March 2018
Which industries is Acumen Wealth Advisors primarily operating in?
Acumen Wealth Advisors operates in the following industries: Investment Management
Who is the Chief Strategy Officer (CSO) of Acumen Wealth Advisors?
Acumen Wealth Advisors's Chief Strategy Officer (CSO) is Ashley Nichols
When was Acumen Wealth Advisors founded?
Acumen Wealth Advisors was founded in 2012.

Employee Directory

Key Employees

Reese Veltenaar

Wealth Strategist, Managing Partner

Phone Email

Cheryl Tynan

Institutional Relationship Manager, Partner

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David Wolfe

Chief Financial Officer and Business Strategist

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Paul Johnson

Operations Specialist

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