Overview
Assets Under Management: $103 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 49
Average Client Assets: $2.0 million
Frequently Asked Questions
ABUNDANT WEALTH PARTNERS, 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 #317221), ABUNDANT WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
ABUNDANT WEALTH PARTNERS, LLC is headquartered in SANTA BARBARA, CA.
ABUNDANT WEALTH PARTNERS, LLC serves 49 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, ABUNDANT WEALTH PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ABUNDANT WEALTH PARTNERS, LLC manages $103 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, ABUNDANT WEALTH PARTNERS, 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: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.67%
Average Client Assets: $2.0 million
Total Client Accounts: 156
Discretionary Accounts: 150
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 317221
Filing ID: 2062602
Last Filing Date: 2026-03-12 11:25:48