Acumen Wealth Advisors, LLC
● SEC registered since 2016CRD 282565SEC# 801-107192Chattanooga, TN
Ranks #3,564 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$638.5M
Fund GAV
$9.4M
Private funds
1
Employees
17
Accounts
303
Location
Chattanooga, TN
Acumen Wealth Advisors, LLC assets under management
Acumen Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Chattanooga, TN. The firm has been registered since 2016. It reports $638.5 million in regulatory assets under management and employs 17 people. Acumen Wealth Advisors, LLC manages 1 private fund with combined gross assets of $9.4 million, including Cumberland Laurel Fund I, LLC. By regulatory assets, it ranks 3,564 of 6,004 private fund managers.
Acumen Wealth Advisors, LLC private funds
1 funds · $9.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cumberland Laurel Fund I, LLC | Real Estate | $9.4M | $250K |
Acumen Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Renee Stone Control | Chief Compliance Officer, Minority Partner | Under 5% | 2016 |
| David Horner Wolfe | Chief Financial Officer | Under 5% | 2026 |
| Marinus Stephen Veltenaar Control | Managing Member | Over 75% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Acumen Wealth Advisors, LLC manage?
Acumen Wealth Advisors, LLC reports $638.5 million in regulatory assets under management on its Form ADV.
How many private funds does Acumen Wealth Advisors, LLC manage?
Acumen Wealth Advisors, LLC manages 1 private funds with combined gross assets of $9.4 million.
How many employees does Acumen Wealth Advisors, LLC have?
Acumen Wealth Advisors, LLC reports 17 employees.
Where is Acumen Wealth Advisors, LLC located?
Acumen Wealth Advisors, LLC is based in Chattanooga, TN and has been SEC-registered since 2016.
Does Acumen Wealth Advisors, LLC disclose fund performance?
Acumen Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 Forest Avenue, Chattanooga, TN 37405 |
| Phone | 423-825-4796 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1939202 |
| Discloses disciplinary history | No |
Regulatory AUM
$638.5M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
AUM vs fund managersTop 59%
Larger than 41% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$638.5Mregulatory AUM
Discretionary $589.6MNon-discretionary $48.9M