Acumen Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Acumen Wealth Advisors, LLC

Chattanooga, TN Website

AUM

$638.5M
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

$9.4M
Gross asset value

Employees

17

Last Form D raise

Feb 2024
Most recent fund filing

From SEC Form ADV filing (filed Mar 27, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Amy Stone
Chief Compliance Officer, Minority Partner
Source: SEC Form ADV
M
Marinus Veltenaar
Managing Member
Source: SEC Form ADV
P
Paula Green
Real Estate Strategist, Minority Partner
Source: SEC Form ADV
R
Rosalind Veltenaar
Minority Partner
Source: SEC Form ADV
T
Thomas Blewett
Minority Partner
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cumberland Laurel Fund I, LLCReal Estate$9.4M$9.4M19Feb 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
282565
SEC file number
801-107192
CIK
1939202

Sources