Overview
Assets Under Management: $244 million
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 13
Average Client Assets: $13.1 million
Frequently Asked Questions
ABUNDANT WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331285), ABUNDANT WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ABUNDANT WEALTH MANAGEMENT LLC is headquartered in STAMFORD, CT.
ABUNDANT WEALTH MANAGEMENT LLC serves 13 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, ABUNDANT WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
ABUNDANT WEALTH MANAGEMENT LLC manages $244 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, ABUNDANT WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.01%
Average Client Assets: $13.1 million
Total Client Accounts: 187
Discretionary Accounts: 187
Regulatory Filings
CRD Number: 331285
Filing ID: 2092551
Last Filing Date: 2026-04-23 13:52:35