ABUNDO WEALTH
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 304612
- Registered since
- September 23, 2021
- Website
- www.abundowealth.com
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Abundo Wealth is a corporation that registered with the SEC in 2021 and is individually owned. The firm operates as a multi-state registered adviser and focuses on delivering financial planning services. Its client-fee approach is a fixed-fee model rather than percentage-based or performance-linked fees. Abundo Wealth is not identified as an active ESG investor and is not described as a capital allocator or pension consultant; the dataset lists its regulatory classification as unclassified.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12Skyler Fleming
Wealth AdvisorCRD 8211273
OLIVIA LIMA
Financial PlannerCRD 7483813
ANDREW DRESSEL
Financial PlannerCRD 6206118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 3217 Montrose Blvd
- Time zone
- CT (UTC-6)
- Office locations
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