ACUMEN WEALTH ADVISORS, LLC
CRD #282565 SEC #801-107192 CHATTANOOGA, TN 423-825-4796
SEC Registered Private Funds
Total AUM
$593.7M
Discretionary
$553M
Employees
17
Clients
101
Accounts
271
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $593.7M | $553M | $40.7M | 17 | 0 |
| Apr 2025 | $593.7M | $553M | $40.7M | 17 | 0 |
| Mar 2025 | $593.7M | $553M | $40.7M | 17 | 0 |
| Aug 2024 | $427.3M | $385.7M | $41.6M | 17 | 0 |
| Apr 2024 | $427.3M | $385.7M | $41.6M | 17 | 0 |
| Apr 2024 | $427.3M | $385.7M | $41.6M | 17 | 0 |
| Mar 2024 | $427.3M | $385.7M | $41.6M | 17 | 0 |
| Apr 2023 | $338.5M | $304.9M | $33.6M | 16 | 0 |
| Mar 2023 | $338.5M | $304.9M | $33.6M | 16 | 0 |
| Mar 2022 | $354.1M | $309.6M | $44.5M | 16 | 0 |
| Oct 2021 | $276.2M | $237.4M | $38.8M | 13 | 0 |
| Mar 2021 | $276.2M | $237.4M | $38.8M | 13 | 0 |
| Mar 2021 | $276.2M | $237.4M | $38.8M | 13 | 0 |
| Oct 2020 | $232M | $194M | $38M | 11 | 0 |
| Jul 2020 | $232M | $194M | $38M | 11 | 0 |
| Jun 2020 | $232M | $194M | $38M | 11 | 0 |
| Mar 2020 | $232M | $194M | $38M | 11 | 0 |
| Mar 2019 | $184.5M | $153.3M | $31.2M | 10 | 0 |
| Oct 2018 | $166.7M | $132.2M | $34.5M | 9 | 0 |
| Apr 2018 | $166.7M | $132.2M | $34.5M | 9 | 0 |
| Feb 2018 | $166.7M | $132.2M | $34.5M | 9 | 0 |
| Feb 2018 | $166.7M | $132.2M | $34.5M | 9 | 0 |
| Jul 2017 | $130.8M | $100.2M | $30.6M | 10 | 100 |
| May 2017 | $130.8M | $100.2M | $30.6M | 10 | 100 |
| Apr 2017 | $130.8M | $100.2M | $30.6M | 10 | 100 |
| Mar 2017 | $130.8M | $100.2M | $30.6M | 10 | 100 |
| Nov 2016 | $102.5M | $76.3M | $26.2M | 6 | 0 |
| Sep 2016 | $102.5M | $76.3M | $26.2M | 6 | 0 |
| Sep 2016 | $102.5M | $76.3M | $26.2M | 6 | 0 |
| Jul 2016 | $102.5M | $76.3M | $26.2M | 6 | 0 |
| May 2016 | $102.5M | $76.3M | $26.2M | 6 | 0 |
| May 2016 | $102.5M | $76.3M | $26.2M | 6 | 0 |
| May 2016 | $0 | $0 | $0 | 6 | 0 |
| Mar 2016 | $0 | $0 | $0 | 6 | 0 |
| Feb 2016 | $0 | $0 | $0 | 6 | 0 |
| Feb 2016 | $0 | $0 | $0 | 6 | 0 |
| Jan 2016 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$593.7M
Discretionary$553M
Non-Disc.$40.7M
Employees17
Clients0
DateApr 2025
Total AUM$593.7M
Discretionary$553M
Non-Disc.$40.7M
Employees17
Clients0
DateMar 2025
Total AUM$593.7M
Discretionary$553M
Non-Disc.$40.7M
Employees17
Clients0
DateAug 2024
Total AUM$427.3M
Discretionary$385.7M
Non-Disc.$41.6M
Employees17
Clients0
DateApr 2024
Total AUM$427.3M
Discretionary$385.7M
Non-Disc.$41.6M
Employees17
Clients0
DateApr 2024
Total AUM$427.3M
Discretionary$385.7M
Non-Disc.$41.6M
Employees17
Clients0
DateMar 2024
Total AUM$427.3M
Discretionary$385.7M
Non-Disc.$41.6M
Employees17
Clients0
DateApr 2023
Total AUM$338.5M
Discretionary$304.9M
Non-Disc.$33.6M
Employees16
Clients0
DateMar 2023
Total AUM$338.5M
Discretionary$304.9M
Non-Disc.$33.6M
Employees16
Clients0
DateMar 2022
Total AUM$354.1M
Discretionary$309.6M
Non-Disc.$44.5M
Employees16
Clients0
DateOct 2021
Total AUM$276.2M
Discretionary$237.4M
Non-Disc.$38.8M
Employees13
Clients0
DateMar 2021
Total AUM$276.2M
Discretionary$237.4M
Non-Disc.$38.8M
Employees13
Clients0
DateMar 2021
Total AUM$276.2M
Discretionary$237.4M
Non-Disc.$38.8M
Employees13
Clients0
DateOct 2020
Total AUM$232M
Discretionary$194M
Non-Disc.$38M
Employees11
Clients0
DateJul 2020
Total AUM$232M
Discretionary$194M
Non-Disc.$38M
Employees11
Clients0
DateJun 2020
Total AUM$232M
Discretionary$194M
Non-Disc.$38M
Employees11
Clients0
DateMar 2020
Total AUM$232M
Discretionary$194M
Non-Disc.$38M
Employees11
Clients0
DateMar 2019
Total AUM$184.5M
Discretionary$153.3M
Non-Disc.$31.2M
Employees10
Clients0
DateOct 2018
Total AUM$166.7M
Discretionary$132.2M
Non-Disc.$34.5M
Employees9
Clients0
DateApr 2018
Total AUM$166.7M
Discretionary$132.2M
Non-Disc.$34.5M
Employees9
Clients0
DateFeb 2018
Total AUM$166.7M
Discretionary$132.2M
Non-Disc.$34.5M
Employees9
Clients0
DateFeb 2018
Total AUM$166.7M
Discretionary$132.2M
Non-Disc.$34.5M
Employees9
Clients0
DateJul 2017
Total AUM$130.8M
Discretionary$100.2M
Non-Disc.$30.6M
Employees10
Clients100
DateMay 2017
Total AUM$130.8M
Discretionary$100.2M
Non-Disc.$30.6M
Employees10
Clients100
DateApr 2017
Total AUM$130.8M
Discretionary$100.2M
Non-Disc.$30.6M
Employees10
Clients100
DateMar 2017
Total AUM$130.8M
Discretionary$100.2M
Non-Disc.$30.6M
Employees10
Clients100
DateNov 2016
Total AUM$102.5M
Discretionary$76.3M
Non-Disc.$26.2M
Employees6
Clients0
DateSep 2016
Total AUM$102.5M
Discretionary$76.3M
Non-Disc.$26.2M
Employees6
Clients0
DateSep 2016
Total AUM$102.5M
Discretionary$76.3M
Non-Disc.$26.2M
Employees6
Clients0
DateJul 2016
Total AUM$102.5M
Discretionary$76.3M
Non-Disc.$26.2M
Employees6
Clients0
DateMay 2016
Total AUM$102.5M
Discretionary$76.3M
Non-Disc.$26.2M
Employees6
Clients0
DateMay 2016
Total AUM$102.5M
Discretionary$76.3M
Non-Disc.$26.2M
Employees6
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0