RIA Intel›Advisers›Minnesota›ACUMEN FINANCIAL ADVISORS, LLC

ACUMEN FINANCIAL ADVISORS, LLC

Advisory

N·EDINA, MN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$465M
1-Year AUM Growth
+3.5%
3-Year CAGR
-3.7%
Employees
1
Assets Under Management
Total AUM$465M
Discretionary AUM$0
Non-Discretionary AUM$465M
Discretionary %0%
Total Clients226
Team
Total Employees1
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record28
First FilingJan 19, 2010
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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