ACUMEN WEALTH ADVISORS, LLC is a CHATTANOOGA, Tennessee based financial advisory firm with nearly $427,313,547 in assets under management and provides investment advisory services for 247 clients. There are currently 17 financial advisors at the firm.
General Information |
| Firm CRD#: | 282565 | |
| SEC#: | 801-107192 | |
| Assets under Management: | $427,313,547 | |
| No. of Clients: | 247 | |
| No. of Advisors: | 17 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| ALLIANCEBERNSTEIN L.P. | 108477 | 801-56720 | 62140 | 4565 | $651,482,000,000 |
| TVAMP, LLC | 160321 | 801-96325 | 4326 | 19 | $677,005,668 |
| SAGEGUARD FINANCIAL GROUP, LLC | 160266 | 801-127052 | 3583 | 10 | $607,720,000 |
| EUDAIMONIA PARTNERS, LLC | 283884 | 801-107836 | 2332 | 27 | $703,543,778 |
| BCS WEALTH MANAGEMENT, LLC | 115489 | 801-60905 | 1531 | 13 | $599,371,725 |
| AM INVESTMENT STRATEGIES, LLC | 165823 | 801-77283 | 1357 | 5 | $709,903,352 |
| KELMAN LAZAROV INC | 107727 | 801-45185 | 1288 | 15 | $646,843,637 |
| VISHRIA BIRD FINANCIAL GROUP, LLC | 291979 | 801-112527 | 1243 | 7 | $599,678,225 |
| PROVIDENT WEALTH MANAGEMENT, LLC | 130417 | 801-62799 | 1195 | 9 | $696,599,707 |
| FINANCIAL PARTNERS GROUP, LLC | 165856 | 801-77574 | 1130 | 7 | $617,749,242 |
| TRANQUILITY PARTNERS, LLC | 283478 | 801-113232 | 859 | 7 | $685,425,804 |
| PROFFITT & GOODSON INC. | 105278 | 801-28292 | 816 | 8 | $600,435,788 |
| PRIVATE WEALTH MANAGEMENT, INC. | 120823 | 801-61214 | 509 | 4 | $699,203,743 |
| COGENTBLUE | 312899 | 801-125745 | 394 | 4 | $625,792,706 |
| SAVVYFI | 304337 | 801-116822 | 276 | 4 | $624,849 |