# Acumen Wealth Advisors, LLC® > Secure financial dashboard and team access for clients. (iPhone/iPad app by Acumen Wealth Advisors.) - Source: https://appshunter.io/ios/app/acumen-wealth-advisors-llc/id6743840897 (this page in markdown: same URL + `.md`) - Developer: [Acumen Wealth Advisors](https://appshunter.io/developer/1432197675) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 15.1 · 44 MB - Languages: American English - Released: 2025-04-10 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/acumen-wealth-advisors-llc/id6743840897/reviews.md ## What is Acumen Wealth Advisors, LLC®? Acumen Wealth Advisors is thrilled to introduce our new mobile app designed to give you a complete view of your financial world and seamless access to your Acumen team. The Acumen Wealth Advisors App provides an intuitive, secure platform where you can view your portfolio, access important documents, and explore interactive financial reports and budgeting tools all from one convenient dashboard. Key Features Include • Personalized Financial Dashboard: A customizable and interactive view of your entire financial picture. • Dynamic Portfolio Reports: Stay up to date with real-time investment information. • Secure Document Vault: Easily and safely share and receive important files with your Acumen Wealth Advisors team. • And much more! About Acumen Wealth Advisors Founded in 2012, Acumen Wealth Advisors is built on a foundation of trust, transparency, and an unwavering commitment to our clients. As an independent Registered Investment Adviser (RIA), we act solely in our clients’ best interests, providing objective, fiduciary-driven financial guidance. Beyond thoughtful financial planning and investment management, our professionals bring expertise in business and tax strategies, estate and charitable planning, real estate investing, retirement plan services, and private asset management. Clients are supported by a collaborative team of in-house specialists who value education and empower clients to make confident, strategic financial decisions. Our tagline, Invest Intentionally®, embodies our belief that purposeful, well-informed decisions, in how you invest and live, create lasting impact. ## Key features - Personalized financial dashboard - Dynamic portfolio reports - Secure document vault - Interactive financial reports - Budgeting tools ## Frequently asked questions about Acumen Wealth Advisors, LLC® ### 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. ## Version history (last 5 releases) ### 14.0.0 — 2026-01-25 Bug fixes and enhancements ### 10.4.0 — 2025-11-22 Bug fixes and enhancements ### 10.3.0 — 2025-11-10 Bug fixes and enhancements ### 10.2.0 — 2025-11-06 Bug fixes and enhancements ### 7.4.0 — 2025-05-09 Bug fixes and enhancements ## Apps similar to Acumen Wealth Advisors, LLC® | App | Rating | Price | Category | | --- | --- | --- | --- | | [Ramp](https://appshunter.io/ios/app/ramp/id1628197245) | 4.9 (40,666) | Free | Finance | | [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.9 (22) | Free | Finance | | [tvfcuLIVE Stream](https://appshunter.io/ios/app/tvfculive-stream/id1484670666) | 4.7 (658) | Free | Finance | | [Envestnet Client View](https://appshunter.io/ios/app/envestnet-client-view/id6463820940) | 3.9 (11) | Free | Finance | | [Crypto Plus Bubbles](https://appshunter.io/ios/app/crypto-plus-bubbles/id6639614424) | — | Free | Finance | | [YourOwn Wallet](https://appshunter.io/ios/app/yourown-wallet/id6499210996) | 5.0 (12) | Free | Finance | ## More apps by Acumen Wealth Advisors - [Acumen Wealth Advisors](https://appshunter.io/ios/app/acumen-wealth-advisors/id1432197676) All apps by Acumen Wealth Advisors: https://appshunter.io/developer/1432197675 ## Related topics [acumen](https://appshunter.io/ios/topics/acumen) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*