Wealth manager, independent · Santa Barbara, CA
Abundant Wealth Partners, LLC
SEC-registered investment adviser · CRD 317221 · SEC 801-134612
At a glance
Abundant Wealth Partners, LLC is an SEC-registered investment adviser based in Santa Barbara, California, with $103 million in regulatory assets under management as of its Form ADV filed March 12, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 55 individual clients. By Form ADV it is a wealth manager, ranked 8,208th of 8,915 wealth managers and 15,334th of 17,210 SEC-registered advisers by assets.
Main office 805-451-9131abundantwp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $103M
- Rank among wealth managers
- #8,208 of 8,915
- Rank among all SEC RIAs
- #15,334 of 17,210
- Rank in California
- #1,726 of 1,873
- Individual clients
- 55
- High-net-worth clients
- 49
- Accounts
- 156
- Discretionary
- 97% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Aaron D. RitterChief Compliance Officer/managing Member/investment Advisor Representative
- Kristen RitterAdvisor
Custody and brokerage
Custodian
Abundant Wealth Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 49 | $100M | 97% |
| Individuals | 6 | $3M | 3% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
Abundant Wealth Partners, 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
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗abundantwp.com ↗
AtlasMembers
The full record on Abundant Wealth Partners, 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
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- Growth over one, three and five years
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- Rank against 4,357 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Abundant Wealth Partners, LLC manage?
Abundant Wealth Partners, LLC reports $103 million in regulatory assets under management across 156 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 12, 2026.
What kind of firm is Abundant Wealth Partners, LLC?
Abundant Wealth Partners, 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 Partners, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($100 million, 49 clients); individuals ($3 million, 6 clients); charitable organizations ($444,451).
Does Abundant Wealth Partners, LLC have any disciplinary history?
Abundant Wealth Partners, 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 Partners, 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 (2026-03-12), 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 →