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ACUMEN ASSOCIATES LLC

Advisory

IA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$45K
across 14 accounts
AUM per adviser
$627K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$627K
Discretionary %
100%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$627K
Discretionary AUM$627K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

STORYBOOK FINANCIAL LLC
$444K
ST. THERESE FINANCIAL LLC
$827K
SANDAGER ADVISORS LLC
WEST DES MOINES, IA
$1M
-97.8% 1Y
INNOVATIVE BUSINESS RESOURCES, LLC
HIAWATHA, IA
$1M
0.0% 1Y
KOIOS PRIVATE FAMILY OFFICES, LLC
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$1M

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