Reed D. Walters

ACUMEN WEALTH ADVISORS

Chattanooga, TN 37405

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CRD#: 2508923

Professional summary

Reed David Walters, CIMA® is a registered financial advisor currently at ACUMEN WEALTH ADVISORS, LLC located in Chattanooga, Tennessee.

Reed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Reed has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed David Walters's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 2, 2025 - Present

ACUMEN WEALTH ADVISORS, LLC

Office #1: 250 Forest Avenue, Chattanooga, TN 37405

RIA

CRD#: 282565

Chattanooga, TN

Past

March 8, 2024 - August 14, 2025

CALYDON CAPITAL, LLC

RIA

CRD#: 285485

MEMPHIS, TN

Past

January 29, 2021 - February 6, 2024

CRD#: 8174

MEMPHIS, TN

Past

January 23, 2004 - June 14, 2005

ALDUS EQUITY PARTNERS

RIA

CRD#: 129912

EADS, TN

Past

February 29, 2000 - November 8, 2004

CONSULTING SERVICES GROUP, LLC

RIA

CRD#: 107048

MEMPHIS, TN

Past

April 1, 1996 - June 29, 2004

ENERECAP PARTNERS, LLC

CRD#: 26554

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565 / SEC#: 801-107192

RIA

Registered Investment Advisory firm - (2/5/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/22/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/13/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/29/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/15/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/1995

General Securities Representative Examination

Current Firm

ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565 / SEC#: 801-107192

RIA

Registered Investment Advisory firm - (2/5/2016 Approved)

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Contact information

Main Address

250 Forest Avenue, Chattanooga, TN 37405

Mailing Address

Phone number

(423) 825-4796

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	271
AUM (Assets Under Management)	$ 593,715,110

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Reed D. Walters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reed David Walters's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALYDON CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NUVEEN ASSET MANAGEMENT, LLC

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SECTOR CAPITAL MANAGEMENT, L.L.C.

HIGHLAND CAPITAL MANAGEMENT, LLC

SECTOR CAPITAL MANAGEMENT, L.L.C.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

ALDUS EQUITY PARTNERS

CONSULTING SERVICES GROUP, LLC

ENERECAP PARTNERS, LLC

Primary Firm SEC Registration

ACUMEN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/22/2021

Series 65

Date: 12/13/1995

Series 7TO

Date: 1/29/2021

SIE

Date: 1/15/2021

Series 7

Date: 12/23/1995

Current Firm

ACUMEN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACUMEN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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