Acumen Wealth Advisors® Employee Directory

Q: What is Acumen Wealth Advisors® known for?

Acumen Wealth Advisors® was founded in 2012. Acumen Wealth Advisors® operates in the Investment Management industry.

Q: How many employees does Acumen Wealth Advisors® have currently?

Acumen Wealth Advisors® has approximately 15 employees.

Investment ManagementTennessee, United States11-50 Employees

Our mission is simple. Protect legacies, grow assets, and always put you first®.

Founded in 2012, Acumen Wealth Advisors® is built on a foundation of trust, transparency, and an unwavering commitment to our clients. As an independent Registered Investment Adviser (RIA), we act in our clients’ best interests, providing objective, fiduciary-driven financial guidance.

Beyond thoughtful financial planning and investment management, our professionals bring expertise in business and tax strategies, estate and charitable planning, real estate investing, retirement plan services, and private asset management. Clients are supported by a collaborative team of in-house specialists who value education and empower clients to make confident, strategic financial decisions.

Our tagline, Invest Intentionally®, embodies our belief that purposeful, well-informed decisions, in how you invest and live, create lasting impact.

Acumen Wealth Advisors®, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors®, LLC and its representatives are properly licensed or exempt from licensure. This site is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Acumen Wealth Advisors®, LLC unless a client service agreement is in place.

Please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Nor do we encourage third parties to post anything on our behalf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Find Acumen Wealth Advisors® employees' phone numbers or email addresses

Acumen Wealth Advisors® Global Highlights

North America
27

United States Of America
27

Asia
1

India
1

Acumen Wealth Advisors®'s Leadership

R. V.
Ceo, Managing Partner
Mobile Phone
Email
D. W.
Chief Financial Officer
Mobile Phone
Email
A. S.
Chief Compliance Officer
Mobile Phone
Email
S. C.
Owner Of Biz
Mobile Phone
Email
A. V.
Director Of Marketing
Mobile Phone
Email
S. M.
Director Of Operations
Mobile Phone
Email
R. D. W.
Senior Portfolio Manager | Investment Strategist
Mobile Phone
Email
J. M.
Office Manager
Mobile Phone
Email

Acumen Wealth Advisors® Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Community & Social Services

Contact profiles from Acumen Wealth Advisors®

Name

Title

Contact Info

Location

Last Update

D. W.
Chief Financial Officer
Mobile Phone
Email
United StatesTennessee
Nov 18, 2024
R. V.
Ceo, Managing Partner
Mobile Phone
Email
United StatesTennessee
Sep 11, 2025
A. S.
Chief Compliance Officer
Mobile Phone
Email
Oct 16, 2024
S. C.
Owner Of Biz
Mobile Phone
Email
Oct 21, 2024
A. V.
Director Of Marketing
Mobile Phone
Email
United StatesTennessee
Dec 04, 2025
S. M.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024
R. D. W.
Senior Portfolio Manager | Investment Strategist
Mobile Phone
Email
United StatesTennessee
Jan 28, 2026
J. M.
Office Manager
Mobile Phone
Email
Jul 08, 2025
J. W.
Private Client Relationship Manager
Mobile Phone
Email
Oct 21, 2024
K. S.
Private Client Relationship Manager
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Acumen Wealth Advisors® known for?

Acumen Wealth Advisors® was founded in 2012 operates in the Investment Management industry. The company's main headquarters is located in 250 Forest Avenue Chattanooga, Tennessee 37405 United States; you can contact the main corporate office by phone at

+1-423-825-****

. Explore Acumen Wealth Advisors®'s company overview page for more information.

What is Acumen Wealth Advisors®'s most common email format?

Acumen Wealth Advisors® employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Acumen Wealth Advisors® email formats with LeadIQ.

How many employees does Acumen Wealth Advisors® have currently?

Acumen Wealth Advisors® has approximately 15 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Acumen Wealth Advisors®'s key employees and leadership?

As of February 2026, Acumen Wealth Advisors®'s key employees include:

Ceo, Managing Partner: R. V.
Chief Financial Officer: D. W.
Chief Compliance Officer: A. S.
Owner Of Biz: S. C.
Director Of Marketing: A. V.

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