Acumen Wealth Advisors, LLC
Alabama
Registered In
12/01/2011
Incorp. Date
Foreign
Registration Type
Tennessee
Foreign Jurisdiction
Company Summary
Acumen Wealth Advisors, LLC at 250 Forest Ave, Chattanooga, Tn 37405 lists Flatt, Wesley of Trussville, AL.
Overview
Registered In
Alabama
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Withdrawn
Registration Type
Foreign
Foreign Jurisdiction
Tennessee
Search Other Resources
People
|
Flatt, Wesley
Registered Agent
|
3461 HAMPTON CT, TRUSSVILLE, AL 35173
|
Map & Locations
|
250 FOREST AVE, CHATTANOOGA, TN 37405
View Map
|
Financials
Financial Information for Acumen Wealth Advisors, LLC
Form 5500
ACUMEN WEALTH ADVISORS, LLC
250 Forest Avenue, Chattanooga, Tn 37405 (423) 825-4796 EIN:45-3959629 Plan Admin:Reese Veltenaar| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameACUMEN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$852,277 / $820,876 | 2022 | ACUMEN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 20 / 21 | $852,277 / $820,876 |
| 2021 | Plan NameACUMEN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 20 Assets BOY/EOY$653,876 / $852,277 | 2021 | ACUMEN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 15 / 20 | $653,876 / $852,277 |
| 2020 | Plan NameACUMEN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$460,163 / $653,876 | 2020 | ACUMEN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 13 / 14 | $460,163 / $653,876 |
| 2019 | Plan NameACUMEN WEALTH ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$307,874 / $460,163 | 2019 | ACUMEN WEALTH ADVISORS, LLC 401(K) PLAN - Plan #001 | 9 / 10 | $307,874 / $460,163 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ACUMEN WEALTH ADVISORS LLC
250 Forest Avenue, Chattanooga, Tn 37405-3921| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/08/2020 | Approved$147,855 Forgiven$149,399 LenderFirst Horizon Bank Jobs10 | 04/08/2020 | $147,855 | $149,399 | First Horizon Bank | 10 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Alabama Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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