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Chief Compliance Officer/managing Member/investment Advisor Representative · Abundant Wealth Partners, LLC

Aaron D. Ritter

CRD 5175154 · Named on Form ADV at one SEC-registered adviser

At a glance

Abundant Wealth Partners, LLC, an SEC-registered wealth manager based in Santa Barbara, CA with $103 million in regulatory assets, lists Aaron D. Ritter on its Form ADV as Chief Compliance Officer/managing Member/investment Advisor Representative, a control person.

Firms and roles

  • Abundant Wealth Partners, LLCChief Compliance Officer/managing Member/investment Advisor RepresentativeWealth manager · Santa Barbara, CA · $103M in regulatory assets

AtlasMembers

Aaron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.