This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-31-2005
- Office Locations
- 1
Office Locations
About Wealth Acumen, Inc.
Wealth Acumen, Inc. is an independent, fee-only RIA providing personal financial management and ongoing coaching for individuals with significant assets seeking simplicity and clear direction. The firm builds goal-driven financial strategies and manages portfolios aligned to lifestyle objectives, with implementation largely via ETFs (custodied at Schwab). Led by founder Scott A. Campbell, CPA.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT ASA CAMPBELL
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #2584299
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,466,382 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,466,382 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing