True Abundance Advisors

Overview

True Abundance Advisors is a small, independent RIA focused on financial planning and portfolio management for individuals and small businesses. The firm operates as a sole proprietorship and charges fixed fees for advisory services. Its investment approach is equity‑centric, with a clear preference for direct, non‑exchange traded equity positions alongside traditional pooled vehicles. Most client relationships are handled on a discretionary basis, indicating that portfolio decisions are typically executed by the adviser rather than routed back to clients for approval. Client segmentation is narrow: individual and family clients form the core base, and the firm does not identify as a multi‑state adviser or a pension consultant. ESG investing is not marked as an active focus. Custody is centralized with Charles Schwab & Co., Inc., which houses the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices