Michael Allan Albertson
Investment adviser representative at Acumen Wealth Advisors, LLC
10 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
10 years in the industry.
- Acumen Wealth Advisors, LLCJan 2026 to now
- UnemployedNov 2025 to Jan 2026
- Xpress ValetApr 2024 to Oct 2025
- Bluegrass InstituteDec 2023 to May 2024
- Atlanta Consulting GroupNov 2023 to Dec 2023
- Bellwether HospitalityJun 2022 to Oct 2023
- Xpress ValetAug 2018 to May 2022
- UnemployedMay 2018 to Jul 2018
- West Jessamine High SchoolJan 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8210796
- Firm CRD
- 282565