Wealth Acumen, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,466,382
Clients
7
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$3,923,769
About
Wealth Acumen, Inc. is a fee-only, state-registered independent advisory firm that provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, and business entities. As a small independent practice, it manages roughly $27.5 million across a limited number of client accounts and delivers quarterly statements and regular portfolio reviews.
The firm’s investment approach emphasizes fundamental analysis, long-term holdings, and periodic rebalancing within written Investment Policy Statements, with discretionary trading authority across client accounts. Since 2006 it has incorporated a material allocation to precious metals and an RDMC (Rapidly-Deteriorating Market Conditions) provision, and the firm reports that Targeted Asset Allocation models have been suspended for all clients since 2008 and current allocations are reported quarterly.
What distinguishes this firm from many peers is the sustained, concentrated use of physically-backed precious metal trusts (including Sprott Asset Management LP closed-end bullion trusts) and the attendant cross-border and operational risks noted in its disclosures, including a specified insurance sub-limit for those funds. The firm also provides atypical consulting work for a practice of its size—such as litigation support, expert witness services, and accounting/tax-related consulting—while operating on a fee-only basis and directing custody and trade execution through a single custodian.
Client services
Financial planning
Portfolio management
Consulting services
Expertise
Passive / index investing
Fee options
Fixed fees for financial planning and consulting services negotiated prior to contract; typically completed within 150 days
$0 - $1,000,000: 1.15% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $5,000,000: 0.55% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually
$400 per hour for consulting services
Account minimum: $500,000 Fee-only: Fee-only financial planning, consulting, and portfolio management services; no commissions received.
Main office location
Wealth Acumen, Inc.
Parker CO, United States
Number of offices
1
Most active in
Wealth Acumen, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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