Overview
Assets Under Management: $404 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 136
Average Client Assets: $3 million
Frequently Asked Questions
ACUMEN FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152748), ACUMEN FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
ACUMEN FINANCIAL ADVISORS, LLC is headquartered in EDINA, MN.
ACUMEN FINANCIAL ADVISORS, LLC serves 136 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, ACUMEN FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ACUMEN FINANCIAL ADVISORS, LLC manages $404 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, ACUMEN FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 602
Non-Discretionary Accounts: 602
Regulatory Filings
CRD Number: 152748
Filing ID: 2027225
Last Filing Date: 2025-11-12 14:22:55
Website: 0