Abound Wealth Management LLC

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Assets, Funds, Holdings

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Abound Wealth Management LLC
CRD #285903
SEC #801-108697
CIK #0001950323
AUM $1.1 BB (2024-08-15)
Employees 31 (77% Investors, 0% Brokers)
Phone615-226-3667
Address317 Main Street
Franklin, TN 37064
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($MM)
110088066044022002009201420192025
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 ($MM)
3002401801206002022202320242025
AUM Breakdown Accounts AUM ($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]
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MV Capital Management Inc
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The Prosperity Consulting Group LLC
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Rollins Financial Advisors LLC
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Opus Capital Group LLC
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New England Professional Planning Group Inc
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Chatterton & Associates the Wealth Management Team Inc
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Wallington Asset Management LLC
IN 1.1
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