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.
- Registered In
- Alabama
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Tennessee
- Company Type
- Foreign Limited Liability Company
- Status
- Withdrawn
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Flatt, Wesley
Registered Agent
|
3461 HAMPTON CT, TRUSSVILLE, AL 35173
|
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250 FOREST AVE, CHATTANOOGA, TN 37405
View Map
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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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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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