Who We Are
Acumen Wealth Advisors provides customized, active asset management integrated with financial planning. Our team helps successful families achieve their financial objectives through education, leveraging the latest technology, strategic planning, and frequent communication to build trust and strong client relationships. These fundamentals allow our clients to feel informed, confident, and secure.
We understand financial planning is a verb and not a noun. We engage our clients as their plans are executed and evolve. Acumen’s commitment helps successful families stay successful.
Acumen Wealth Advisors is an independent fee-based asset management firm based in downtown Chattanooga, Tennessee. Established in 2012 Acumen is a Registered Investment Adviser (RIA) and is committed to the fiduciary standard in which we always act in our clients’ best interest. We are proud of the prudent and trusted investment and financial planning guidance our advisors provide to successful families. We encourage you to reach out to our team so we can demonstrate our innovative and transparent client-centric experience.
Reese Veltenaar, CFP®, MAcc, CTFA
Chief Compliance Officer
Amy Stone, IACCP®
Chief Investment Officer
Arie Veltenaar, MBA
The Form ADV
Independent Registered Investment Advisers (RIAs) are required to publicly disclose details about their firm and register with both the Securities and Exchange Commission (SEC) and state securities authorities by filing a Form ADV. The Form ADV consists of two parts.
Form ADV, Part 1 describes an adviser’s business, ownership, clients, employees, business practices, affiliations, compensation, and any disciplinary history of the adviser or its employees.
Form ADV, Part 2 describes an adviser’s offered services, fee schedule, conflicts of interest, and the educational and business background of the adviser's management and key advisory personnel.
Things to check on Form ADV:
- Type of Business
- Assets under management
- Affiliations with other financial services companies
- Services offered
- Disciplinary history
RIAs are required to provide a summary of material changes to clients annually. When hiring an independent adviser, request and read thoroughly both parts of the adviser’s Form ADV. You may review an adviser's Form ADV, including Acumen’s, on the Security and Exchange Commission’s Investment Adviser Pubic Disclosure (IAPD) website at https://adviserinfo.sec.gov.