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ABUNDANCE WEALTH COUNSELORS, LLC
CRD 111740 · SEC 801-60373
232 REGENT COURT, STATE COLLEGE, PA, 16801, United States
Phone
814.861.3810
Fax
814.861.3811
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.56B
Discretionary AUM
$1.56B
Team
30 total employees; 12 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 230 | $71.9M |
| High net worth individuals | 209 | $1.03B |
| Pooled investment vehicles | 2 | $77.6M |
| Pension/profit sharing plans | 57 | $296.8M |
| Corporations/business entities | 13 | $90.6M |
States served
CA, CO, DE, GA, MD, MI, NJ, NY, OH, PA, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD