Wealth Acumen, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Acumen, Inc. is a fee-only, state-registered independent advisory firm that provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, and business entities. As a small independent practice, it manages roughly $27.5 million across a limited number of client accounts and delivers quarterly statements and regular portfolio reviews.
The firm’s investment approach emphasizes fundamental analysis, long-term holdings, and periodic rebalancing within written Investment Policy Statements, with discretionary trading authority across client accounts. Since 2006 it has incorporated a material allocation to precious metals and an RDMC (Rapidly-Deteriorating Market Conditions) provision, and the firm reports that Targeted Asset Allocation models have been suspended for all clients since 2008 and current allocations are reported quarterly.
What distinguishes this firm from many peers is the sustained, concentrated use of physically-backed precious metal trusts (including Sprott Asset Management LP closed-end bullion trusts) and the attendant cross-border and operational risks noted in its disclosures, including a specified insurance sub-limit for those funds. The firm also provides atypical consulting work for a practice of its size—such as litigation support, expert witness services, and accounting/tax-related consulting—while operating on a fee-only basis and directing custody and trade execution through a single custodian.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services negotiated prior to contract; typically completed within 150 days
$0 - $1,000,000: 1.15% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $5,000,000: 0.55% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually
$400 per hour for consulting services
Account minimum: $500,000 Fee-only: Fee-only financial planning, consulting, and portfolio management services; no commissions received.
Main office
Parker CO
Advisors at this office
1
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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