Acumen Wealth Advisors, LLC® Information
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Acumen Wealth Advisors, LLC®
Summary
Acumen Wealth Advisors, LLC® is a private company that has been in the industry for 13 years. The company currently specializes in the Financial Services area. Its headquarters is located at Chattanooga, Tennessee, USA. The number of employees ranges from 1 to 25. The annual revenue of Acumen Wealth Advisors, LLC® varies between 5.0M and 25M. To connect with Acumen Wealth Advisors, LLC® employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Investment Management, Active Tax Advisory, Business Advisory, Retirement Plan Advisory, Philanthropic Advisory, Real Estate Advisory
SIC Code
6199, 6282
DMA Code
Chattanooga Metropolitan Area
Founded
2012
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact Acumen Wealth Advisors, LLC®
Organization Website
Social Links
Phone Number
423-825-4796
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Acumen Wealth Advisors, LLC® shows a diverse range of experience levels:
14% have been with the company for less than 1 year14% for 1–2 years14% for 3–4 years29% for 5–7 years7% for 8–10 years21% have over 11 years of service at Acumen Wealth Advisors, LLC®Ex-employees positions
In Company
In New Company
Contact top employees from
Acumen Wealth Advisors, LLC®
Jennifer Morrison
Associate Wealth Advisor
Colby Kaluzniak
Senior Client Service Associate
Arie Veltenaar
Director of Marketing
Jerome You
Associate Financial Planner
Beth Tremaine
Retired
David Wolfe
Chief Financial Officer and Business Strategist
Katie Sneed
Associate Wealth Advisor
Paul Johnson
Operations Specialist
Luke Johnson
Portfolio Manager
Noah Yoshida
Executive Assistant
Reed Walters
Senior Portfolio Manager | Investment Strategist
Shawna McCoy
Director of Operations
Anna Callahan
Relationship Manager Intern
Reese Veltenaar
CEO, Managing Partner
Cheryl Tynan, CRSP®
Institutional Relationship Manager, Partner
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FAQ
Acumen Wealth Advisors, LLC® operates in the Financial Services industries. More details can be found on the official website: acumenwealth.com.
The headquarters of Acumen Wealth Advisors, LLC® are located in Chattanooga, United States.
You can contact Acumen Wealth Advisors, LLC® by phone at 423-825-4796.
Acumen Wealth Advisors, LLC® currently employs 10-50 people.
Acumen Wealth Advisors, LLC®'s revenue is approximately 8.1M.
