|
⚲
|
| Abundant Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 331285 |
| SEC # | 801-133707 |
| CIK # | |
| AUM | $243.8 M (2026-04-23) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 203-661-3441 |
| Address | 700 Canal Street Stamford, CT 06902 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 73.1 |
| (b) Individuals (high net worth individuals) | 13 | 170.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 243.8 |
| By Discretionary | ||
| Discretionary | 187 | 243.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 187 | 243.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 242.9 | |
| Total | 187 | 243.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maguire Investments LLC
✚
|
PA | 0.3 |
|
Murphy Wealth Management Group Inc
✚
|
NY | 0.3 |
|
Fenway Financial Advisors LLC
✚
|
VA | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |
|
Rolek Wealth Management LLC
✚
|
PA | 0.2 |
|
Orcam Financial Group LLC
✚
|
0.2 | |
|
Strategic Wealth Capital LLC
✚
|
CA | 0.2 |
|
Elderado Financial Inc
✚
|
CO | 0.2 |
|
Nvest Wealth Strategies Inc
✚
|
OH | 0.2 |
|
Partnership Wealth Management LLC
✚
|
MD | 0.2 |