Abundance Pathways

Overview

Abundance Pathways is an independent Registered Investment Adviser operating as a limited liability company that serves individual and family clients. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting-related services and selection of other advisers as its core advisory activities. It bills through a mix of percentage-of-AUM, hourly and fixed fees and identifies itself as a capital allocator, meaning it places client capital with third-party managers when appropriate. Investment preferences skew toward publicly traded equities and exchange-traded vehicles, and the firm indicates an active ESG orientation when selecting investments. Given its advisory activities and capital-allocation role, Abundance Pathways appears to combine in-house planning and portfolio oversight with outside manager relationships for specialty exposure.

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Public Holdings

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Location & Offices