ACUMEN FINANCIAL ADVISORS, LLC
CRD #152748 SEC #801-71042 EDINA, MN 952-521-1625
SEC Registered
Total AUM
$403.7M
Discretionary
$0
Employees
5
Clients
51
Accounts
602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $403.7M | $0 | $403.7M | 5 | 0 |
| Mar 2025 | $403.7M | $0 | $403.7M | 5 | 0 |
| Mar 2024 | $390.1M | $0 | $390.1M | 4 | 0 |
| Dec 2023 | $306.1M | $0 | $306.1M | 4 | 0 |
| Apr 2023 | $306.1M | $0 | $306.1M | 4 | 0 |
| Mar 2023 | $306.1M | $0 | $306.1M | 4 | 0 |
| Jan 2023 | $452.7M | $0 | $452.7M | 6 | 258 |
| Mar 2022 | $452.7M | $0 | $452.7M | 6 | 258 |
| Mar 2021 | $389.9M | $0 | $389.9M | 6 | 245 |
| Jun 2020 | $311.7M | $0 | $311.7M | 6 | 240 |
| May 2020 | $311.7M | $0 | $311.7M | 6 | 240 |
| Mar 2019 | $258.2M | $0 | $258.2M | 7 | 225 |
| Mar 2018 | $305.3M | $0 | $305.3M | 7 | 200 |
| Mar 2017 | $254.5M | $0 | $254.5M | 7 | 200 |
| Mar 2017 | $254.5M | $0 | $254.5M | 7 | 200 |
| Aug 2016 | $247M | $0 | $247M | 7 | 200 |
| May 2016 | $247M | $0 | $247M | 7 | 200 |
| Mar 2016 | $247M | $0 | $247M | 7 | 200 |
| Mar 2015 | $209.4M | $0 | $209.4M | 7 | 200 |
| Mar 2015 | $209.4M | $0 | $209.4M | 7 | 200 |
| Sep 2014 | $188.8M | $0 | $188.8M | 6 | 200 |
| Mar 2014 | $188.8M | $0 | $188.8M | 6 | 200 |
| Mar 2013 | $105.5M | $0 | $105.5M | 6 | 200 |
| Sep 2012 | $135.9M | $0 | $135.9M | 6 | 150 |
| Mar 2012 | $135.9M | $0 | $135.9M | 6 | 150 |
| Jan 2010 | $64.3M | $0 | $64.3M | 5 | -- |
DateNov 2025
Total AUM$403.7M
Discretionary$0
Non-Disc.$403.7M
Employees5
Clients0
DateMar 2025
Total AUM$403.7M
Discretionary$0
Non-Disc.$403.7M
Employees5
Clients0
DateMar 2024
Total AUM$390.1M
Discretionary$0
Non-Disc.$390.1M
Employees4
Clients0
DateDec 2023
Total AUM$306.1M
Discretionary$0
Non-Disc.$306.1M
Employees4
Clients0
DateApr 2023
Total AUM$306.1M
Discretionary$0
Non-Disc.$306.1M
Employees4
Clients0
DateMar 2023
Total AUM$306.1M
Discretionary$0
Non-Disc.$306.1M
Employees4
Clients0
DateJan 2023
Total AUM$452.7M
Discretionary$0
Non-Disc.$452.7M
Employees6
Clients258
DateMar 2022
Total AUM$452.7M
Discretionary$0
Non-Disc.$452.7M
Employees6
Clients258
DateMar 2021
Total AUM$389.9M
Discretionary$0
Non-Disc.$389.9M
Employees6
Clients245
DateJun 2020
Total AUM$311.7M
Discretionary$0
Non-Disc.$311.7M
Employees6
Clients240
DateMay 2020
Total AUM$311.7M
Discretionary$0
Non-Disc.$311.7M
Employees6
Clients240
DateMar 2019
Total AUM$258.2M
Discretionary$0
Non-Disc.$258.2M
Employees7
Clients225
DateMar 2018
Total AUM$305.3M
Discretionary$0
Non-Disc.$305.3M
Employees7
Clients200
DateMar 2017
Total AUM$254.5M
Discretionary$0
Non-Disc.$254.5M
Employees7
Clients200
DateMar 2017
Total AUM$254.5M
Discretionary$0
Non-Disc.$254.5M
Employees7
Clients200
DateAug 2016
Total AUM$247M
Discretionary$0
Non-Disc.$247M
Employees7
Clients200
DateMay 2016
Total AUM$247M
Discretionary$0
Non-Disc.$247M
Employees7
Clients200
DateMar 2016
Total AUM$247M
Discretionary$0
Non-Disc.$247M
Employees7
Clients200
DateMar 2015
Total AUM$209.4M
Discretionary$0
Non-Disc.$209.4M
Employees7
Clients200
DateMar 2015
Total AUM$209.4M
Discretionary$0
Non-Disc.$209.4M
Employees7
Clients200
DateSep 2014
Total AUM$188.8M
Discretionary$0
Non-Disc.$188.8M
Employees6
Clients200
DateMar 2014
Total AUM$188.8M
Discretionary$0
Non-Disc.$188.8M
Employees6
Clients200
DateMar 2013
Total AUM$105.5M
Discretionary$0
Non-Disc.$105.5M
Employees6
Clients200
DateSep 2012
Total AUM$135.9M
Discretionary$0
Non-Disc.$135.9M
Employees6
Clients150
DateMar 2012
Total AUM$135.9M
Discretionary$0
Non-Disc.$135.9M
Employees6
Clients150
DateJan 2010
Total AUM$64.3M
Discretionary$0
Non-Disc.$64.3M
Employees5
Clients--