| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cumberland Laurel Fund I, LLC | Real Estate | $9.4M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Renee Stone Control | Chief Compliance Officer, Minority Partner | Under 5% | 2016 |
| Marinus Stephen Veltenaar Control | Managing Member | Over 75% | 2012 |
| Paula Jill Green | Real Estate Strategist, Minority Partner | Under 5% | 2025 |
Acumen Wealth Advisors, LLC reports $593.7 million in regulatory assets under management on its Form ADV.
Acumen Wealth Advisors, LLC manages 1 private funds with combined gross assets of $9.4 million.
Acumen Wealth Advisors, LLC reports 17 employees.
Acumen Wealth Advisors, LLC is based in Chattanooga, TN and has been SEC-registered since 2016.
Acumen Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $553M |
| Non-discretionary | $40.7M |
| Total (RAUM) | $593.7M |