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Chief Compliance Officer, Minority Partner · Acumen Wealth Advisors, LLC

Amy R. Stone

CRD 5398637 · Named on Form ADV at one SEC-registered adviser

At a glance

Acumen Wealth Advisors, LLC, an SEC-registered wealth manager based in Chattanooga, TN with $638 million in regulatory assets, lists Amy R. Stone on its Form ADV as Chief Compliance Officer, Minority Partner, a control person.

Firms and roles

AtlasMembers

Amy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.