WEALTH ACUMEN, INC.

WEALTH ACUMEN, INC. is an SEC-registered investment adviser (CRD 133475). Regulatory assets under management: $27.5M.

Registration

• CRD: 133475
• Type: Registered investment adviser
• Phone: (303) 840-0003
• Latest filing: 2026-02-17
• Regulatory AUM: $27.5M
• Discretionary AUM: $27.5M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search