Abound Wealth Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$387K

Accounts

5,040

Employees

Advisory reps

Firm details

Headquarters: Franklin, Tennessee
CRD number: 285903
Registered since: November 23, 2016
Website: aboundwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.81%
Individuals9.92%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Abound Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2016. The firm is owned by an individual and positions itself as a hands-on capital allocator for both individual/family and institutional clients. Its service mix centers on comprehensive financial planning and discretionary portfolio management for individuals and small businesses, along with pension consulting, manager selection, and educational workshops. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements. The firm does not identify as an active ESG investor. Abound also functions as an allocator to outside managers and uses third-party managers for alternative exposure. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.