the ability to make good judgments and quick decisions, typically in a particular domain.“business acumen”
devote one’s time, effort, or energy to a particular undertaking with the expectation of a worthwhile result.
deliberately; on purpose.
Client Retention Rate*
Average Portfolio AUM
In AUM as of 06/27/2023
* Retention Rate is calculated by Acumen Wealth Advisors, LLC® (AWA) using the average of the past five full calendar years of client data. Each year’s retention rate is calculated by dividing the total number of households lost by the total number of households at the end of the calendar year rounded to the nearest whole percentage point. This is updated annually and aligns with the March 31st Form ADV filing. AWA does not consider deceased accounts as lost if the assets are maintained under AWA investment management via the beneficiary. This retention rate data should not be construed as a past or current endorsement of AWA by its clients or a guarantee of the results that a new client will receive.
Acumen Wealth Advisors is committed to help families reach their financial goals through education, strategic planning, frequent communication, and leveraging the latest technology to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident, and secure.
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