ABUNDANT WEALTH PARTNERS, LLC

Overview

Abundant Wealth Partners, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2026. The firm targets individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its investment posture shows a clear equity tilt: exchange-traded equities are the single largest asset sleeve and the firm lists equities as its preferred exposure. Implementation emphasizes separately managed accounts alongside pooled vehicles such as mutual funds, and the adviser charges on a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Abundant Wealth Partners does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator — it relies on third‑party managers where it uses external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices