Acumen Wealth Advisors Revenue, Growth & Competitor Profile

DBA ACUMEN WEALTH ADVISORS, LLC

Company Profile & Annual Report for Acumen Wealth Advisors

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Acumen Wealth Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	250 Forest Avenue Chattanooga, TN 37405

Note: Revenues for privately held companies are statistical evaluations.


Acumen Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Acumen Wealth Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Acumen Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Acumen Wealth Advisors Annual Revenue and Growth Rate

Acumen Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Acumen Wealth Advisors's revenues are gauged from an analysis of company filings.

Acumen Wealth Advisors's Income Statement (based on Industry Averages)

Acumen Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Acumen Wealth Advisors is developing and marketing. Acumen Wealth Advisors's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
OUR MISSION IS SIMPLE. PROTECT LEGACIES, GROW ASSETS, AND ALWAYS PUT YOU FIRST. Financial advisory and consultancy services, namely, research, analysis, consultation, planning and management as the same for the portfolios of individuals excluding philanthropic or social investments; financial investment and risk management for the portfolios of individuals excluding philanthropic or social investments	03/13/2023
INVEST INTENTIONALLY Financial advisory and consultancy services, namely, research, analysis, consultation, planning and management as the same for the portfolios of individuals excluding philanthropic or social investments; financial investment and risk management for the portfolios of individuals excluding philanthropic or social investments	06/04/2018
ACUMEN WEALTH ADVISORS Financial advisory and consultancy services, namely, research, analysis, consultation, planning and management as the same for the portfolios of individuals excluding philanthropic or social investments; financial investment and risk management for the portfolios of individuals excluding philanthropic or social investments	01/04/2016

See all trademarks and details in the Full Report.

Market Share of Acumen Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Acumen Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Acumen Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
TMH	Chattanooga, TN	100
MED INVESTORS DEVELOPMENT LLC DBA ONE TO ONE HEALTH	Chattanooga, TN	1
RIVERIDGE INVESTMENTS & ASSOCIATES	Chattanooga, TN	0
PRONVEST	Chattanooga, TN	0
PATTON ALBERTSON MILLER GROUP	Chattanooga, TN	0
ELD ASSOCIATES	Chattanooga, TN	0

Future Competition: Acumen Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Acumen Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)