|
⚲
|
| Keyboard |
| Abundant Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 317221 |
| SEC # | 801-134612 |
| CIK # | |
| AUM | 103.2 M (2026-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 805-451-9131 |
| Address | 4961 La Gama Way Santa Barbara, CA 93111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.0 |
| (b) Individuals (high net worth individuals) | 49 | 99.7 |
| (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 | 0.4 |
| (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 | 156 | 103.2 |
| By Discretionary | ||
| Discretionary | 150 | 100.6 |
| Non-Discretionary | 6 | 2.6 |
| Total | 156 | 103.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.2 | |
| Total | 156 | 103.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Altitude Capital Management LLC
✚
|
IA | 103.6 M |
|
Eurocapital Advisors Inc
✚
|
FL | 103.6 M |
|
Financial Counseling Associates Inc
✚
|
103.5 M | |
|
Advocacy Financial LLC
✚
|
LA | 103.4 M |
|
Reitz Capital Advisors LLC
✚
|
MI | 103.4 M |
|
Butterworth Financial LLC
✚
|
MA | 103.3 M |
|
Allridge Wealth Management PC
✚
|
VA | 103.3 M |
|
First Financial Services LLC
✚
|
AR | 103.2 M |
|
Ironhorn Advisors LLC
✚
|
TX | 103.0 M |
|
Templer Wealth Management LLC
✚
|
VA | 102.9 M |