A complete list of active advisors currently associated with Acumen Wealth Advisors, LLC

Warmer can help you find a great advisor at Acumen Wealth Advisors, LLC or one who fits your needs even better.

Acumen Wealth Advisors, LLC provides asset management, investment consulting, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, profit‑sharing plans, and private investment funds. The firm manages approximately $638 million in regulatory assets and offers both discretionary and non‑discretionary portfolio management alongside standalone planning and employer plan services. Investment work begins with a defined investment objective and long‑term asset allocation implemented through model portfolios overseen by an investment committee, with tactical deviations of up to 10% permitted and quarterly research reviews. Portfolios may include public equities, fixed income, ETFs, mutual funds, alternative investments and private securities, and the firm uses sub‑advisers, a third‑party portfolio platform, and household‑level tax optimization when constructing and rebalancing accounts. Acumen is notable among multi‑team peers for sponsoring and advising private pooled vehicles — including an affiliated private real estate fund (Cumberland Laurel Fund I LLC) managed through an affiliated general partner — and for providing portfolio management for pooled investment vehicles, arrangements the brochure describes as closed to new investors. The firm discloses the conflicts that arise from affiliated fund management (including management and performance‑based compensation and principals investing alongside clients) and describes mitigation measures such as different fee treatment for fund assets and the disclosure of affiliated and unaffiliated private fund options.

To learn more about the advisors currently working at Acumen Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.