Abundance Wealth Management

Overview

Abundance Wealth Management operates as a limited liability company focused on financial planning and portfolio management for individuals and small businesses. The firm’s advisory model is set up to support fee-based relationships, including percentage-of-AUM billing alongside hourly and fixed-fee arrangements. That fee flexibility suggests an intention to serve both ongoing wealth management clients and project-based planning engagements. The firm is not identified as an active ESG investor and is not listed as a capital allocator or pension consultant. It is classified as an unclassified adviser and is not flagged as a multi-state adviser. The combination of service lines—financial planning plus portfolio management—indicates a traditional private wealth advisory posture rather than institutional or specialty consulting.

Assets & Accounts

Location & Offices