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ACUMEN WEALTH ADVISORS, LLC

EIN 45-3959629-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
23
250 FOREST AVENUE - CHATTANOOGA, TN 37405423-825-4796acumenwealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.5M - 23 part

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Retirement#001

ACUMEN WEALTH ADVISORS, LLC 401(K) PLAN

401k

Assets$1.5M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACUMEN WEALTH ADVISORS, LLC 401(K) PLAN401k$1.5M232024
Retirement plans
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