Allocator Index · CRD 282565
ACUMEN WEALTH ADVISORS, LLC
Chattanooga, TN · 423-825-4796 · facebook.com/acumenwealthadvisors
Fit score
94
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
144
Other individuals
136
HNW assets
$504.7M
Total AUM
$638.5M
Employees
17
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| CUMBERLAND LAUREL FUND I, LLC | Real Estate Fund | $9.4M |