Plentiful Wealth, LLC

Overview

Plentiful Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee structure includes percentage-of-AUM charges along with hourly and fixed-fee arrangements, which supports both ongoing asset management relationships and project-based planning work. The firm reports that it does not position itself as a capital allocator and does not identify as an active ESG investor. The adviser appears to operate at a relatively compact scale and concentrates on traditional wealth-management activities rather than institutional or multi-state advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives