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| Happy Holidays!! thanks for using AUM13F!! |
| Abundance Wealth Counselors LLC
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| CRD # | 111740 |
| SEC # | 801-60373 |
| CIK # | 0001767080 |
| AUM | $1.3 B (2025-06-27) |
| Employees | 26 (42% Investors, 0% Brokers) |
| Phone | 814-861-3810 |
| Address | 232 Regent Court State College, PA 16801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767080 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Purecycle Technologies Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Innventure Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| AbbVie Inc | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Foundation Global Infrastructure Fund LP | [2023-03-16] | 12.7 | 19.7 |
| HF | Foundation Premium Income Fund LP | [2020-11-04] | 73.3 | 56.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 128.1 |
| (b) Individuals (high net worth individuals) | 195 | 780.2 |
| (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 | 75.9 |
| (g) Pension and profit sharing plans | 43 | 242.2 |
| (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 | 10 | 73.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,725 | 1,299.7 |
| By Discretionary | ||
| Discretionary | 1,725 | 1,299.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,725 | 1,299.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,299.7 | |
| Total | 1,725 | 1,299.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Richard Defluri | 8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767080] |
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