$638.5M Total AUM
$589.6M Disc. AUM
25.1% 3Y CAGR
17 Employees
303 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorInsight frontier +more
- Established Date
- 02-05-2016
- Office Locations
- 1
Office Locations
250 Forest Avenue Chattanooga TN
About Acumen Wealth Advisors, LLC
Acumen Wealth Advisors is an independent, fee-based RIA (Chattanooga, TN) providing team-based financial planning and investment management alongside tax and business advisory, estate planning, charitable strategies, real estate investing, and private asset management. The firm focuses on aligning portfolios to long-term goals and client values, often using ETFs and fixed income. Custody includes Charles Schwab.
Team overview
44 AVG AGE
$53.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
4.3 yrs AVG TENURE
17 Employees
12 Advisory Reps
12 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Meridian optima Atlas focus Harbor oak Frontier Peak Element Catalyst Horizon harbor Horizon
Client Personas
Timber
Custodian
Insight Signal timber Alpha Vector Atlas bridge Capital focus Quantum insight
Investment Themes
Insight Summit element Frontier beacon
Investment Vehicles
Ember focus Atlas north
Platform
Ember Legacy Ridge harbor
Services
Fusion vital Peak frontier Harbor summit Vertex north Foundation Harbor Zenith Vector summit Beacon ridge Harbor Catalyst momentum
Technology
Oak Timber Pioneer Unison meridian Peak north Foundation unison
Owner & Executives
MARINUS STEPHEN VELTENAAR
Managing Member, Partner
- CRD
- #4608188
- Ownership
- 75% or more
(863) 727-7431
ridge.vertex@elementcapital.com
in linkedin.com/in/insight-harbor
R
Rosalind Veltenaar
--
- CRD
- --
- Ownership
- 10% but less than 25%
(226) 262-1251
ember.prime@elementcapital.com
in linkedin.com/in/radial-summit
M
Matrix focus
Beacon ember element
- CRD
- #47096
- Ownership
- 34.6%
(729) 574-8185
zenith.glacier@valuecapital.com
in linkedin.com/in/catalyst-fusion
Showing 2 of 6 owners & executives
Unlock allContacts
Michael Allan Albertson
Investment Analyst and Trader
- CRD
- #8210796
(216) 907-9588
ridge.pathway@unisoncapital.com
in linkedin.com/in/meridian-harbor
Colby Lance Kaluzniak
Client Service Associate
- CRD
- #7503119
(610) 691-5375
beacon.atlas@horizoncapital.com
in linkedin.com/in/catalyst-foundation
A
Alpha momentum
North delta signal
- CRD
- #46776
(648) 203-7922
ridge.pathway@momentumcapital.com
in linkedin.com/in/harbor-bridge
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $589,578,838 | $2,026,044 |
| Non-Discretionary | $48,896,152 | $4,074,679 |
| Total | $638,474,990 | $2,107,178 |
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Separately Managed Accounts
Total SMA Asset: $629,104,990
Equity - Exchange:
16.8% Municipal Bonds:
26.0% Corporate - Investment Grade:
6.8% Cash:
10.1% Private Funds:
7.1% Public Funds:
22.8% U.S. Government/Agency:
10.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $803,134,183 | 16.8% |
| Municipal Bonds | $1,242,945,759 | 26.0% |
| Corporate - Investment Grade | $325,078,122 | 6.8% |
| Cash | $482,836,622 | 10.1% |
| Private Funds | $339,419,803 | 7.1% |
| Public Funds | $1,089,967,820 | 22.8% |
| U.S. Government/Agency | $497,178,303 | 10.4% |
| Total | $4,780,560,612 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER PIONEER | NORTH MOMENTUM | RILMZSP8R | SRTR | 4.54% | $41,742,904 |
| PIONEER FRONTIER PIONEER | DELTA RIDGE | 6U51DX80P | UDU | 5.49% | $29,739,903 |
| ATLAS VALUE FOUNDATION | WAVE ATLAS | 0L0YKPIDH | IUBI | 5.47% | $112,068,592 |
| PATHWAY RIDGE | CAPITAL TIMBER | IEQKY2X1N | BHU | 9.21% | $22,409,070 |
| MOMENTUM PIONEER | INSIGHT CAPITAL | 7RJKXWSI4 | RNSIB | 7.89% | $84,507,360 |
| PIONEER RADIAL | FUSION WAVE | 2Z3PAN039 | ENLSC | 10.20% | $58,151,155 |
| EAGLE OPTIMA | ALPHA BEACON | 4MAKXXLYQ | LZK | 12.02% | $49,130,259 |
| INSIGHT MERIDIAN WAVE | WAVE SUMMIT | VB88KI2F3 | LUSMA | 3.38% | $6,013,444 |