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Trustee · Abundance Wealth Counselors, LLC

Blake J. Defluri

CRD 5194177 · Named on Form ADV at one SEC-registered adviser

At a glance

Abundance Wealth Counselors, LLC, an SEC-registered wealth manager based in State College, PA with $1.6 billion in regulatory assets, lists Blake J. Defluri on its Form ADV as Trustee.

Firms and roles

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Blake’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
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When each role began
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Each firm’s assets and growth
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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

  • Ryan OhlsonChief Compliance Officer, Abundance Wealth Counselors, LLC

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