ACUMEN WEALTH ADVISORS, LLC of CHATTANOOGA, TN is an SEC-registered investment adviser (CRD 282565). Regulatory assets under management: $638.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Amy Renee Stone | CHIEF COMPLIANCE OFFICER, MINORITY PARTNER | — |
| Marinus Stephen Veltenaar | MANAGING MEMBER | — |
| Thomas Richard Blewett | MINORITY PARTNER | — |
| Rosalind Veltenaar | MINORITY PARTNER | — |
| Paula Jill Green | REAL ESTATE STRATEGIST, MINORITY PARTNER | — |
| STONE AMY RENEE | CHIEF COMPLIANCE OFFICER | — |
| OWEN JOHN MICHAEL | MANAGING MEMBER | — |
| VELTENAAR MARINUS STEPHEN | MANAGING MEMBER; PRESIDENT | — |
| OWEN JOHN M | VICE PRESIDENT & SECRETARY | — |
| BLEWETT THOMAS RICHARD | MINORITY PARTNER | — |
| TYNAN CHERYL F | MINORITY PARTNER | — |
| Tremaine BETH ANN | MINORITY PARTNER | — |
| Veltenaar Rosalind | MINORITY PARTNER | — |
| Allen Grant McCall | SR INVESTMENT STRATEGIST, PARTNER | — |
| David Horner Wolfe | CHIEF FINANCIAL OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CUMBERLAND LAUREL FUND I, LLC | Real Estate Fund | Tennessee | 19 | $9.4M | $250K |