Acumen Wealth Advisors, an Independent Registered Investment Adviser (RIA), is required to file annual disclosure details about our firm with the Securities and Exchange Commission (SEC) called a Form ADV and Form CRS. Here are direct links to our information:
Acumen Wealth Advisors Form ADV Part 2A
Form ADV Part 2A discloses information in detail about our business practices, fees, conflicts of interest, and disciplinary information. This brochure is the primary disclosure document for investment advisers.
Form CRS, also called the Form ADV Part 3
Form CRS is a client or customer relationship summary. This relationship summary tells you about the types of services the firm offers, fees, costs, conflicts of interest, required standard of conduct, any legal and disciplinary history, key questions to ask the adviser, and how to get more information about the firm.