About
Access your complete financial world and connect with your advisory team through an intuitive and secure mobile platform. View portfolios, access documents, and explore financial reports and budgeting tools from a single dashboard.
What's New in Acumen Wealth Advisors, LLC®
14.0.0
January 25, 2026
Bug fixes and enhancements
Developer apps
FAQ
What is Acumen Wealth Advisors?
Acumen Wealth Advisors is an independent Registered Investment Adviser (RIA) founded in 2012, offering fiduciary-driven financial guidance, investment management, and expertise in business, tax, estate, and real estate strategies.
Is Acumen Wealth Advisors secure?
Yes, the app provides an intuitive and secure platform for viewing your financial world and accessing important documents. Security is a foundational principle for Acumen Wealth Advisors.
What devices does Acumen Wealth Advisors support?
The app is available for iPhone, iPad, and iPod devices.
How often is Acumen Wealth Advisors updated?
The latest version is 14.0.0, and the app was last updated on January 25, 2026, indicating regular maintenance and updates.
What kind of financial information can I see?
You can view a personalized financial dashboard, dynamic portfolio reports with real-time investment information, and explore interactive financial reports and budgeting tools.
Can I share documents with my advisor through the app?
Yes, the app features a secure document vault that allows you to easily and safely share and receive important files with your Acumen Wealth Advisors team.
What is the age rating for Acumen Wealth Advisors?
The app has an age rating of 4+, making it suitable for a wide range of users.
Does Acumen Wealth Advisors have ads?
No, the application does not contain advertisements.
