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Wealth manager, independent · Stamford, CT

Abundant Wealth Management LLC

SEC-registered investment adviser · CRD 331285 · SEC 801-133707

At a glance

Abundant Wealth Management LLC is an SEC-registered investment adviser based in Stamford, Connecticut, with $244 million in regulatory assets under management as of its Form ADV filed April 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 187 individual clients. By Form ADV it is a wealth manager, ranked 5,085th of 8,915 wealth managers and 11,214th of 17,210 SEC-registered advisers by assets.

Main office 203-661-3441abundant-wealth.comLinkedInAs filed on Form ADV

Regulatory AUM
$244M
Rank among wealth managers
#5,085 of 8,915
Rank among all SEC RIAs
#11,214 of 17,210
Rank in Connecticut
#397 of 507
Individual clients
187
High-net-worth clients
13
Accounts
187
Discretionary
100% of AUM
Employees
4
Advisory staff
3
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. SEI$239M

Other RIAs using SEI

Broker-dealer

Hybrid RIA

Abundant Wealth Management LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.

Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals13$171M70%
Individuals174$73M30%

Disciplinary disclosures

Abundant Wealth Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Periodicals or newsletters

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗abundant-wealth.com ↗

AtlasMembers

The full record on Abundant Wealth Management LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
Locked
Growth over one, three and five years
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Rank against 6,315 peers of its type and size
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Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Abundant Wealth Management LLC manage?

Abundant Wealth Management LLC reports $244 million in regulatory assets under management across 187 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 23, 2026.

What kind of firm is Abundant Wealth Management LLC?

Abundant Wealth Management LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Abundant Wealth Management LLC’s clients?

By assets, its largest client types are high-net-worth individuals ($171 million, 13 clients); individuals ($73 million, 174 clients).

Does Abundant Wealth Management LLC have any disciplinary history?

Abundant Wealth Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Abundant Wealth Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →