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Ryan N. Walker

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CRD#: 7468559
RW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryan Nelson Walker was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2021. Ryan had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
I own a house that I rent out, 2113 Bailey Ave, Chattanooga, TN 37404. I currenlty live in the house and rent out my spare rooms. I don't have a title or dedicate time to this.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 19, 2021 - November 23, 2022

ACUMEN WEALTH ADVISORS, LLC

RIA
CRD#: 282565
CHATTANOOGA, TN

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".
AW
ACUMEN WEALTH ADVISORS, LLC
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


AW
ACUMEN WEALTH ADVISORS, LLC
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
17

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts271
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.

Company Information


ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565

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