Acumen Wealth Advisors

Finance · Tennessee, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

250 Forest Ave, Chattanooga, Tennessee, ...

Phone Number

(423) 825-4796

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
1
1
1

About Acumen Wealth Advisors

Acumen Wealth Advisors is dedicated to protecting legacies and growing assets while prioritizing client needs. They offer a comprehensive range of services including financial planning, investment management, tax advisory, and business advisory, tailored to meet the unique needs of business owners and families. With a team-based approach, Acumen ensures that each client receives personalized attention from in-house specialists. Founded in 2012, the firm has established a strong client retention rate and manages over $635 million in assets.Explore more
Acumen Wealth Advisors's Social MediaPopular SearchesAcumen Wealth Advisors LLCAcumen Wealth AdvisorsAWA Investment AdvisorsAcumen WealthAcumen Investment AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Acumen Wealth Advisors Org Chart

PhoneEmail
DW
United States flag for contact location.

Chief Financial Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
RW
United States flag for contact location.

Chief Investment Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Acumen Wealth Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Acumen Wealth Advisors

Compare insights from companies similar to Acumen Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Acumen Wealth Advisors

<$5M
1-10
Private
-
2012
DW
David WolfeChief Financial Officer
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2015
CH
Christopher HeistenPresident & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1997
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Acumen Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Acumen Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Acumen Wealth Advisors.

Acumen Wealth Advisors Tech Stack

A closer look at the technologies used by Acumen Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Acumen Wealth Advisors

What is Acumen Wealth Advisors's official website?
Acumen Wealth Advisors's official website is www.acumenwealth.com
What is Acumen Wealth Advisors's Revenue?
Acumen Wealth Advisors's revenue is <$5 Million
What is Acumen Wealth Advisors's SIC code?
Acumen Wealth Advisors's SIC: 62,628
What is Acumen Wealth Advisors's NAICS code?
Acumen Wealth Advisors's NAICS: 52,523
How many employees does Acumen Wealth Advisors have?
Acumen Wealth Advisors has 1-10 employees
What industry does Acumen Wealth Advisors belong to?
Acumen Wealth Advisors is in the industry of: Finance, Securities Trading
What is Acumen Wealth Advisors competition?
Acumen Wealth Advisors top competitors include: Heisten Financial, Karras, Chronos Wealth Management, MoonDance Investment Advisors, LLC
What technology does Acumen Wealth Advisors use?
Some of the popular technologies that Acumen Wealth Advisors uses are: WordPress.org, Smarsh, Microsoft 365, Google Tag Manager
Who is the CFO of Acumen Wealth Advisors?
Acumen Wealth Advisors's CFO is David Wolfe
How do I contact Acumen Wealth Advisors?
Acumen Wealth Advisors contact info: Phone number: (423) 825-4796 Website: www.acumenwealth.com
What does Acumen Wealth Advisors do?

Acumen Wealth Advisors is dedicated to protecting legacies and growing assets while prioritizing client needs. They offer a comprehensive range of services including financial planning, investment management, tax advisory, and business advisory, tailored to meet the unique needs of business owners and families. With a team-based approach, Acumen en... sures that each client receives personalized attention from in-house specialists. Founded in 2012, the firm has established a strong client retention rate and manages over $635 million in assets.Read More

What are Acumen Wealth Advisors social media links?
Acumen Wealth Advisors Linkedin page Acumen Wealth Advisors Facebook page
Is Acumen Wealth Advisors a public company?
Acumen Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Acumen Wealth Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.