Acumen Wealth Advisors, Llc
- Regulatory AUM
- $638M
- Discretionary
- $590M
- Clients
- 303
- Avg AUM / client
- $2.1M
- Accounts
- 303
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 439 positions, $371,782,328)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $49,877,293 | 76,357 | 13.4% | 7.81% |
| 2 | Ishares Tr | CORE US AGGBD ET | $34,544,670 | 347,987 | 9.29% | 5.41% |
| 3 | Microsoft Corp | COM | $13,897,294 | 37,543 | 3.74% | 2.18% |
| 4 | Apple Inc | COM | $12,903,563 | 50,843 | 3.47% | 2.02% |
| 5 | Alphabet Inc | CAP STK CL A | $12,450,486 | 43,297 | 3.35% | 1.95% |
| 6 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $11,652,244 | 181,839 | 3.13% | 1.83% |
| 7 | Ishares Tr | CORE S&P SCP ETF | $10,583,505 | 85,138 | 2.85% | 1.66% |
| 8 | Meta Platforms Inc | CL A | $9,712,491 | 16,976 | 2.61% | 1.52% |
| 9 | Amazon Com Inc | COM | $9,117,020 | 43,775 | 2.45% | 1.43% |
| 10 | Johnson & Johnson | COM | $8,717,375 | 35,663 | 2.34% | 1.37% |
| 11 | Berkshire Hathaway Inc Del | CL B NEW | $8,592,057 | 17,930 | 2.31% | 1.35% |
| 12 | Taiwan Semiconductor Manufac | SPONSORED ADS | $8,557,194 | 25,241 | 2.3% | 1.34% |
| 13 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $8,345,949 | 167,287 | 2.24% | 1.31% |
| 14 | Lam Research Corp | COM NEW | $7,741,234 | 36,185 | 2.08% | 1.21% |
| 15 | Broadcom Inc | COM | $7,698,133 | 24,872 | 2.07% | 1.21% |
| 16 | Nvidia Corporation | COM | $6,858,120 | 39,323 | 1.84% | 1.07% |
| 17 | Thermo Fisher Scientific Inc | COM | $6,181,254 | 12,562 | 1.66% | 0.97% |
| 18 | Visa Inc | COM CL A | $5,279,227 | 17,467 | 1.42% | 0.83% |
| 19 | Us Bancorp | COM NEW | $4,915,254 | 93,572 | 1.32% | 0.77% |
| 20 | Cass Information Sys Inc | COM | $4,658,153 | 105,819 | 1.25% | 0.73% |
| 21 | Abbott Laboratories | COM | $4,618,223 | 44,981 | 1.24% | 0.72% |
| 22 | Eli Lilly & Co | COM | $4,015,717 | 4,366 | 1.08% | 0.63% |
| 23 | Texas Instrs Inc | COM | $3,905,903 | 20,119 | 1.05% | 0.61% |
| 24 | Salesforce Inc | COM | $3,776,335 | 20,230 | 1.02% | 0.59% |
| 25 | Coca Cola Co | COM | $3,746,319 | 48,905 | 1.01% | 0.59% |
Top 25 of 439 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 136 | $36.0M | 5.64% |
| High net worth individuals | 144 | $505M | 79.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $9.4M | 1.47% |
| Pension and profit sharing plans | 12 | $48.9M | 7.66% |
| Charitable organizations | 4 | $19.8M | 3.1% |
| Corporations and other businesses | 6 | $19.7M | 3.09% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $9.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cumberland Laurel Fund I, Llc | Real Estate Fund | Tennessee | $9.4M | 19 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Chattanooga Christian School 403(b) Plan Chattanooga Christian School, Inc. | 2024 | |
| Tranco Logistics, Llc 401(k) Plan Tranco Logistics, Llc | 2024 | |
| Ken Garner Manufacturing 401(k) Plan Ken Garner Manufacturing, Inc | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marinus Stephen Veltenaar | Managing Member | CFP | Jan 2012 (15y) | 75% or more |
| Amy Renee Stone | Chief Compliance Officer | Jan 2016 (11y) | Less than 5% | |
| Blewett, Thomas, Richard | Minority Partner | Jan 2018 (9y) | Less than 5% | |
| Veltenaar, Rosalind | Minority Partner | Jan 2018 (9y) | 10% – 25% | |
| Grant Mc Call Allen | Sr Investment Strategist, Partner | CFA | Jan 2023 (4y) | Less than 5% |
| Shawna Mccoy | Registered representative | Oct 2020 (6y) | ||
| David Horner Wolfe | Registered representative | Jun 2022 (4y) | ||
| Colby Lance Kaluzniak | Registered representative | May 2024 (2y) | ||
| Jennifer Morrison | Registered representative | Oct 2024 (2y) | ||
| Julie Weddle | Registered representative | Jan 2025 (2y) | ||
| Katherine Danielle Staten Sneed | Registered representative | Jan 2025 (2y) | ||
| Jerome Hyonjin You | Registered representative | Aug 2025 (1y) | ||
| Reed David Walters | Registered representative | Sep 2025 (1y) | ||
| Kent Berry Mann | Registered representative | CFA | Feb 2026 (0y) | |
| Michael Allan Albertson | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $9.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cumberland Laurel Fund I, Llc | Real Estate Fund | $9.4M | $250K | 19 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Chattanooga Christian School 403(b) Plan | Chattanooga Christian School, Inc. | 233 | $10.9M | 07/01/2024 |
| Tranco Logistics, Llc 401(k) Plan | Tranco Logistics, Llc | 225 | $1.7M | 01/01/2024 |
| Ken Garner Manufacturing 401(k) Plan | Ken Garner Manufacturing, Inc | 116 | $9.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $374M (59% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗