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Abound Wealth Management LLC
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CRD # | 285903 |
SEC # | 801-108697 |
CIK # | 0001950323 |
AUM | $1.1 BB (2024-08-15) |
Employees | 31 (77% Investors, 0% Brokers) |
Phone | 615-226-3667 |
Address | 317 Main Street Franklin, TN 37064 |
Source | [IAPD] [EDGAR] [Website] [Twitter] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 7.1 | |
TSLA | 723,390.3 | 3.3 | |
OKE | 25,448.2 | 2.6 | |
MSFT | 1,918,222.4 | 2.5 | |
AVGO | 201,282.9 | 2.0 | |
AMZN | 1,092,997.8 | 1.7 | |
NVDA | 399,550.0 | 1.4 | |
FBTC | 1.3 | ||
GOOG | 1,482,566.4 | 0.9 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 254 | 196.7 |
(b) Individuals (high net worth individuals) | 366 | 868.6 |
(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 | 17 | 0.0 |
(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 | 3,513 | 1,065.3 |
By Discretionary | ||
Discretionary | 3,513 | 1,065.3 |
Non-Discretionary | 0 | 0.0 |
Total | 3,513 | 1,065.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,065.3 | |
Total | 3,513 | 1,065.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001950323] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Martel Wealth Advisors Inc
✚
|
WA | 1.1 |
Compak Asset Management
✚
|
CA | 1.1 |
Centennial Securities Company Inc
✚
|
MI | 1.1 |
MV Capital Management Inc
✚
|
MD | 1.1 |
The Prosperity Consulting Group LLC
✚
|
MD | 1.1 |
Rollins Financial Advisors LLC
✚
|
GA | 1.1 |
Opus Capital Group LLC
✚
|
OH | 1.1 |
New England Professional Planning Group Inc
✚
|
RI | 1.1 |
Chatterton & Associates the Wealth Management Team Inc
✚
|
CA | 1.1 |
Wallington Asset Management LLC
✚
|
IN | 1.1 |