Wealth Acumen, Inc.

Overview

Wealth Acumen, Inc. is a small independent registered investment adviser focused on delivering financial planning and portfolio management to individuals and small businesses. The firm runs a largely equity-oriented strategy and reports a clear preference for exchange-traded equities as the dominant sleeve in client portfolios. Fee arrangements are flexible—covering percentage-of-AUM, hourly, and fixed-fee engagements—which supports both ongoing portfolio relationships and planning/consulting work. Investment activity centers on discretionary management across a limited number of clients, with the firm using third‑party managers where appropriate for non-core exposures. Advisory services emphasize customized planning and portfolio construction rather than institutional mandates or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices