Julie Weddle

ACUMEN WEALTH ADVISORS

Chattanooga, TN 37405

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CRD#: 2727511

Professional summary

Julie Weddle, who also goes by Julie Lin Davis, Julie Lin Weddle, is a registered financial advisor currently at ACUMEN WEALTH ADVISORS, LLC located in Chattanooga, Tennessee.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Julie has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Lin Davis | Julie Lin Weddle

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.

1. 09/15/2021 - NORTHSHORE FINANCIAL STRATEGIES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ CHATTANOOGA, TN

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Weddle'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®

None

Experience

Current

January 24, 2023 - Present

ACUMEN WEALTH ADVISORS, LLC

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

RIA

CRD#: 282565

Chattanooga, TN

Past

September 21, 2021 - January 23, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHATTANOOGA, TN

Past

September 15, 2021 - January 23, 2023

LPL FINANCIAL LLC

CRD#: 6413

CHATTANOOGA, TN

Past

January 15, 2019 - September 17, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHATTANOOGA, TN

Past

April 24, 2018 - September 17, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CHATTANOOGA, TN

Past

July 5, 2005 - April 17, 2006

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

ALPHARETTA, GA

Past

April 20, 2000 - July 21, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

June 17, 1998 - May 3, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

February 11, 1998 - June 18, 1998

D.E. FREY & COMPANY, INC.

CRD#: 23595

DENVER, CO

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
(1/24/2023)

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

IAR

Series 65

Date: 1/14/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2018

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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Advisor Monitoring

Firm Stability Insights

Julie Weddle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Weddle's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ROBERT W. BAIRD & CO. INCORPORATED

MORGAN STANLEY DW INC.

PRUDENTIAL EQUITY GROUP, LLC

D.E. FREY & COMPANY, INC.

Primary Firm SEC Registration

ACUMEN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2019

Series 63

Date: 10/23/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/24/2018

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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