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| Keyboard |
| Abundant Wealth Management LLC
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|---|---|
| CRD # | 331285 |
| SEC # | 801-133707 |
| CIK # | |
| AUM | 243.8 M (2026-04-23) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-661-3441 |
| Address | 700 Canal Street Stamford, CT 06902 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 73.1 |
| (b) Individuals (high net worth individuals) | 13 | 170.7 |
| (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 | 0 | 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 | 187 | 243.8 |
| By Discretionary | ||
| Discretionary | 187 | 243.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 187 | 243.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 242.9 | |
| Total | 187 | 243.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Maguire Investments LLC
✚
|
PA | 253.2 M |
|
Murphy Wealth Management Group Inc
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|
NY | 251.9 M |
|
Fenway Financial Advisors LLC
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VA | 247.7 M |
|
Treasure Coast Financial Planning Inc
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FL | 241.5 M |
|
Rolek Wealth Management LLC
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PA | 239.2 M |
|
Orcam Financial Group LLC
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|
238.9 M | |
|
Strategic Wealth Capital LLC
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|
CA | 238.4 M |
|
Elderado Financial Inc
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|
CO | 237.2 M |
|
Nvest Wealth Strategies Inc
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|
OH | 236.7 M |
|
Partnership Wealth Management LLC
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|
MD | 234.9 M |