Managing Member · Acumen Wealth Advisors, LLC
Marinus S. Veltenaar
CRD 4608188 · 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 Marinus S. Veltenaar on its Form ADV as Managing Member, a control person.
Firms and roles
- Acumen Wealth Advisors, LLCManaging MemberWealth manager · Chattanooga, TN · $638M in regulatory assets
AtlasMembers
Marinus’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Amy R. StoneChief Compliance Officer, Minority Partner, Acumen Wealth Advisors, LLC
- Thomas R. BlewettMinority Partner, Acumen Wealth Advisors, LLC
- Rosalind VeltenaarMinority Partner, Acumen Wealth Advisors, LLC
- Paula J. GreenReal Estate Strategist, Minority Partner, Acumen Wealth Advisors, LLC
- David H. WolfeChief Financial Officer, Acumen Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marinus’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.