Reed David Walters
Investment adviser representative at Acumen Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$638.5MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Acumen Wealth Advisors, LLCSep 2025 to now
- Principal Street Partners, LLCFeb 2024 to Aug 2025
- Bank of America, N.A.Feb 2021 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2020 to Jan 2024
- Rw ConsultingJan 2020 to Nov 2020
- Nuveen Asset Management, LLCAug 2016 to Dec 2019
- Tradewinds Global Investors, LLCMar 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TN).
Acumen Wealth Advisors, LLC
$638.5MAssets managed
303Clients
12Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2508923
- Firm CRD
- 282565