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| Abound Wealth Management LLC
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|---|---|
| CRD # | 285903 |
| SEC # | 801-108697 |
| CIK # | 0001950323 |
| AUM | 1,948.4 M (2026-06-19) |
| Employees | 41 (63% Investors, 0% Brokers) |
| Phone | 615-226-3667 |
| Address | 317 Main Street Franklin, TN 37064 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 11.1 | |
| Broadcom Inc | 7.9 | |
| Tesla Motors Inc | 7.6 | |
| Microsoft Corp | 4.4 | |
| Nvidia Corp | 4.3 | |
| Amazon Com Inc | 3.2 | |
| Oneok Inc /New/ | 3.0 | |
| Alphabet Inc | 2.1 | |
| Alphabet Inc | 2.0 | |
| Fidelity Wise Origin Bitcoin Fund | 1.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 193.3 |
| (b) Individuals (high net worth individuals) | 640 | 1,749.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 5.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,040 | 1,948.4 |
| By Discretionary | ||
| Discretionary | 5,040 | 1,948.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,040 | 1,948.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,948.4 | |
| Total | 5,040 | 1,948.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950323] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Institutional, Retail, Research |
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