What departments does Acumen Wealth Advisors® have?

Acumen Wealth Advisors® has employees across 3 departments including Business, Operations, Administrative.

What is the largest department at Acumen Wealth Advisors®?

The largest department at Acumen Wealth Advisors® is Business with 1 employees.

Where are Acumen Wealth Advisors® employees located globally?

Acumen Wealth Advisors® has employees across 2 continents and 2 countries including India, United States Of America.

How has Acumen Wealth Advisors®'s team size changed over time?

Acumen Wealth Advisors®'s team has grown from approximately 12 to 15 employees based on available data.

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.

Acumen Wealth Advisors® Global Highlights

North America
30

United States Of America
30

Asia
1

India
1

Acumen Wealth Advisors®'s Leadership

S. C.
Owner Of Biz
Mobile Phone
Email
S. M.
Director Of Operations
Mobile Phone
Email
J. M.
Office Manager
Mobile Phone
Email
J. W.
Private Client Relationship Manager
Mobile Phone
Email
K. S.
Private Client Relationship Manager
Mobile Phone
Email

Acumen Wealth Advisors® Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Community & Social Services
Finance

Contact profiles from Acumen Wealth Advisors®

Name

Title

Contact Info

Location

Last Update

S. C.
Owner Of Biz
Mobile Phone
Email
Oct 21, 2024
S. M.
Director Of Operations
Mobile Phone
Email
May 12, 2026
J. M.
Office Manager
Mobile Phone
Email
Jul 08, 2025
J. W.
Private Client Relationship Manager
Mobile Phone
Email
Oct 21, 2024
K. S.
Private Client Relationship Manager
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Acumen Wealth Advisors® known for?

Acumen Wealth Advisors® was founded in 2012 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-423-825-****

. Explore Acumen Wealth Advisors®'s company overview page for more information.

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

Acumen Wealth Advisors® employees' email format typically follows the pattern of . 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?

Acumen Wealth Advisors® has approximately 15 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

As of July 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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Acumen Wealth Advisors® Employee Directory

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