Acumen Wealth Advisors® logo

Acumen Wealth Advisors® Employee Directory

Investment ManagementTennessee, United States11-50 Employees

Acumen Wealth Advisors is an investment management firm based in Chattanooga, Tennessee, operating as an independent Registered Investment Adviser. It provides fiduciary-guided financial planning and investment management along with specialized services across business and tax strategies, estate and charitable planning, real estate investing, retirement plan services, and private asset management. The firm is grounded in a mission to protect legacies and grow assets while prioritizing clients' interests through disciplined, objective guidance. 

Positioned in the investment management industry, Acumen emphasizes objective, fiduciary-driven advice for individuals and families seeking comprehensive wealth management. Founded in 2012, the firm supports clients with a collaborative team of in-house specialists and a focus on education to empower informed decision-making. In 2023, the firm expanded its leadership with the appointment of Grant Allen as partner.

Find Acumen Wealth Advisors® employees' phone numbers or email addresses

Acumen Wealth Advisors® Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Asia
1

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  • India
    1

Acumen Wealth Advisors®'s Leadership

  • Owner Of Biz at Acumen Wealth Advisors®
    S. C.
    Owner Of Biz
  • Director Of Operations at Acumen Wealth Advisors®
    S. M.
    Director Of Operations
  • Office Manager at Acumen Wealth Advisors®
    J. M.
    Office Manager
  • Private Client Relationship Manager at Acumen Wealth Advisors®
    J. W.
    Private Client Relationship Manager
  • Private Client Relationship Manager at Acumen Wealth Advisors®
    K. S.
    Private Client Relationship Manager

Acumen Wealth Advisors® Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Community & Social Services
  • Finance

Contact profiles from Acumen Wealth Advisors®

Name
Title
Contact
Location
Last Update
  • Owner Of Biz at Acumen Wealth Advisors®
    S. C.
    Owner Of Biz
    Oct 21, 2024
  • Director Of Operations at Acumen Wealth Advisors®
    S. M.
    Director Of Operations
    May 12, 2026
  • Office Manager at Acumen Wealth Advisors®
    J. M.
    Office Manager
    Jul 08, 2025
  • Private Client Relationship Manager at Acumen Wealth Advisors®
    J. W.
    Private Client Relationship Manager
    Oct 21, 2024
  • Private Client Relationship Manager at Acumen Wealth Advisors®
    K. S.
    Private Client Relationship Manager
    Oct 23, 2024

Frequently Asked Questions

What is Acumen Wealth Advisors® known for?

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Acumen Wealth Advisors® was founded in 2012 and operates in the Investment Management industry. You can contact Acumen Wealth Advisors®'s main corporate office by phone at . Explore Acumen Wealth Advisors®'s company overview page for more information.

What is Acumen Wealth Advisors®'s most common email format?

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Acumen Wealth Advisors® employees' email format typically follows the pattern of First.Last@acumenwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Acumen Wealth Advisors® email formats with LeadIQ.

How many employees does Acumen Wealth Advisors® have currently?

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Acumen Wealth Advisors® has approximately 15 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Acumen Wealth Advisors®'s key employees and leadership?

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As of August 2026, Acumen Wealth Advisors®'s key employees include:

  • Owner Of Biz: S. C.
  • Director Of Operations: S. M.
  • Office Manager: J. M.
  • Private Client Relationship Manager: J. W.
  • Private Client Relationship Manager: K. S.

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