Investment adviser · CRD 282565

ACUMEN WEALTH ADVISORS, LLC

Investment adviser filing (IA)

CHATTANOOGA, TN, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $638M
Client accounts: 303
Employees: 17
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	144	$504,660,984	79.0%
Retirement plans	12	$48,896,152	7.7%
Individuals	136	$36,030,227	5.6%
Charities	4	$19,801,560	3.1%
Corporations & businesses	6	$19,716,067	3.1%
Pooled investment vehicles	1	$9,370,000	1.5%

Filing source

Form ADV 2084799 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CUMBERLAND LAUREL FUND I, LLCReal Estate Fund · Last reported Mar 27, 2026$9.37MGross asset value

Form D fundraising filings

Cumberland Laurel Fund I LLC

Fund administrator VERIVEST LAKE OSWEGO, Oregon, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KRAFT CPAS PLLC NASHVILLE, Tennessee, United States

Custodian PINNACLE FINANCIAL PARTNERS CHATTANOOGA, Tennessee, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KRAFT CPAS PLLC
PCAOB 379

PINNACLE FINANCIAL PARTNERS
LEI 62-1812853

Fund details & source

Fund ID: 805-1349208001
Reported beneficial owners: 19
Minimum commitment: $250K
Form D file number: 021-434380

Form ADV 2084799 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

250 FOREST AVENUE
CHATTANOOGA, TN, 37405, United States

CRD 282565

Filing source

Form ADV 2084799 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.