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| Abundance Wealth Counselors LLC
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|---|---|
| CRD # | 111740 |
| SEC # | 801-60373 |
| CIK # | 0001767080 |
| AUM | 1,564.0 M (2026-02-23) |
| Employees | 30 (40% Investors, 0% Brokers) |
| Phone | 814-861-3810 |
| Address | 232 Regent Court State College, PA 16801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767080 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Purecycle Technologies Inc | 44.3 | ||
| Apple Inc | 15.7 | ||
| Nvidia Corp | 15.5 | ||
| Alphabet Inc | 9.5 | ||
| Microsoft Corp | 9.3 | ||
| Facebook Inc | 8.5 | ||
| Amazon Com Inc | 6.2 | ||
| Broadcom Inc | 5.2 | ||
| J P Morgan Chase & Co | 4.2 | ||
| McKesson Corp | 3.5 | ||
| Verizon Communications Inc | 3.4 | ||
| AbbVie Inc | 3.4 | ||
| Chevron Corp | 3.4 | ||
| Johnson & Johnson | 3.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 71.9 |
| (b) Individuals (high net worth individuals) | 209 | 1,027.1 |
| (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 | 2 | 77.6 |
| (g) Pension and profit sharing plans | 57 | 296.8 |
| (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 | 13 | 90.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,711 | 1,564.0 |
| By Discretionary | ||
| Discretionary | 1,711 | 1,564.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,711 | 1,564.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 1,560.2 | |
| Total | 1,711 | 1,564.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767080] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Third Avenue Management LLC
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|
NY | 1,626.4 M |
|
Intrepid Capital Management Inc
✚
|
FL | 1,623.8 M |
|
Lake Hill Capital Management LLC
✚
|
NY | 1,584.8 M |
|
Altravue Capital LLC
✚
|
WA | 1,539.5 M |
|
RWWM Inc
✚
|
CA | 1,537.3 M |
|
Seacrest Wealth Management LLC
✚
|
NY | 1,533.5 M |
|
Alden Capital Management Inc
✚
|
PA | 1,515.0 M |
|
Bristol Gate Capital Partners Inc
✚
|
1,512.6 M | |
|
Tower Bridge Advisors Inc
✚
|
PA | 1,494.3 M |
|
Wallace Capital Management Inc
✚
|
TX | 1,488.9 M |