David
Wolfe
Acumen Wealth Advisors, LLC
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About this Advisor
David Wolfe is a financial advisor operating out of Chattanooga, Tennessee with a total of 1 year of industry experience. Wolfe is on the advisory team at Acumen Wealth Advisors, LLC. During their career, Wolfe has held roles at Acumen Wealth Advisors, LLC, Hhm Cpas, Tva and Comcast Spotlight. Wolfe has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Tennessee. Acumen Wealth Advisors, LLC is a registered investment business that has its headquarters in Chattanooga, TN. It handles $339 million in assets under management between its 225 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 225 client accounts, 47% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Acumen Wealth Advisors, LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on the type of services. However, fee types charged by Acumen Wealth Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Acumen Wealth Advisors, LLC Brokerage Details
$338,530,770
16
225
$1,504,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Wolfe Work History
David has been registered as a financial advisor for 1 years.*
Acumen Wealth Advisors, LLC
Hhm Cpas
Tva
Comcast Spotlight
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Wolfe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Acumen Wealth Advisors, LLC
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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