ABUNDANCE WEALTH COUNSELORS, LLC

Overview

Abundance Wealth Counselors, LLC operates as an independent registered investment adviser that blends traditional wealth management with sponsor-level private fund activity and ancillary services such as insurance brokerage and law practice capabilities. The firm leans on public funds and mutual funds as the core of client portfolios while acting as a capital allocator into third-party alternatives and its own pooled vehicles. Its client mix includes high-net-worth individuals and families as well as institutional relationships; fee arrangements use both percentage-of-AUM and fixed-fee structures. Investment posture appears to favor a core-satellite approach: broad, low-cost public funds form the bulk of equity exposure while selective allocations to individual equities and alternative strategies provide differentiated return streams. The firm is not an active ESG investor and is not structured as a multi-state adviser. Abundance also sponsors pooled investment vehicles and serves as a managing member or general partner for certain funds, signaling an appetite to originate and control bespoke investment products for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices