Acumen Wealth Management

Finance · Australia · 1-10 Employees

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Overview

Headquarters

431 Roberts Rd L 1, Subiaco, Western Aus...

Phone Number

+61 893828808

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Acumen Wealth Management

Acumen Wealth offers comprehensive financial planning services aimed at helping clients enrich their lives and achieve financial freedom. Their services include wealth growth, spending management, tailored superannuation, mortgage assistance, education funding, insurance advice, retirement planning, and estate planning. The company focuses on providing personalized advice and human connection, understanding that each financial plan is unique to the individual or family. Acumen Wealth caters to clients at various life stages, ensuring they have the necessary support to navigate their financial journeys.Explore more
Acumen Wealth Management's Social MediaPopular SearchesAcumen Wealth Management Pty LtdAcumen Wealth ManagementEmgSIC Code 62,628NAICS Code 52,523Show more

Acumen Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Acumen Wealth Management

<$5M
1-10
Private
-
2003
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2013
<$5M
11-50
Private
-
-
EL
Eujoon LimFinancial Advisor
<$5M
11-50
Private
-
-
NC
Nicola ChaffeDirector and Financial Adviser
<$5M
1-10
Private
-
-
CH
Craig HewettAuthorised Representative of Consultum and CFP and Dip FP and GradDipFinPlan
<$5M
1-10
Private
-
2013
AK
Albert KurisFounder & Principal & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Acumen Wealth Management Tech Stack

A closer look at the technologies used by Acumen Wealth Management

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Frequently Asked Questions Regarding Acumen Wealth Management

What is Acumen Wealth Management's official website?
Acumen Wealth Management's official website is www.acumenwealth.com.au
What is Acumen Wealth Management's Revenue?
Acumen Wealth Management's revenue is <$5 Million
What is Acumen Wealth Management's SIC code?
Acumen Wealth Management's SIC: 62,628
What is Acumen Wealth Management's NAICS code?
Acumen Wealth Management's NAICS: 52,523
How many employees does Acumen Wealth Management have?
Acumen Wealth Management has 1-10 employees
What industry does Acumen Wealth Management belong to?
Acumen Wealth Management is in the industry of: Finance, Securities Trading
What is Acumen Wealth Management competition?
Acumen Wealth Management top competitors include: Concurrence Financial Planning, Ashton Campbell, Prospaerum, Heard Financial
What technology does Acumen Wealth Management use?
Some of the popular technologies that Acumen Wealth Management uses are: Trend Micro Hosted Email Security, Microsoft 365, Sectigo, The USERTRUST Network
How do I contact Acumen Wealth Management?
Acumen Wealth Management contact info: Phone number: +61 893828808 Website: www.acumenwealth.com.au
What does Acumen Wealth Management do?

Acumen Wealth offers comprehensive financial planning services aimed at helping clients enrich their lives and achieve financial freedom. Their services include wealth growth, spending management, tailored superannuation, mortgage assistance, education funding, insurance advice, retirement planning, and estate planning. The company focuses on provi... ding personalized advice and human connection, understanding that each financial plan is unique to the individual or family. Acumen Wealth caters to clients at various life stages, ensuring they have the necessary support to navigate their financial journeys.Read More

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

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