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ABOUND WEALTH MANAGEMENT, LLC
CRD 285903 · SEC 801-108697
317 MAIN STREET, SUITE 201, FRANKLIN, TN, 37064, United States
Phone
615-226-3667
Fax
770-898-4979
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.95B
Discretionary AUM
$1.95B
Team
41 total employees; 26 advisory reps; 16 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 274 | $193.3M |
| High net worth individuals | 640 | $1.75B |
| Pension/profit sharing plans | 22 | $5.3M |
States served
AL, AZ, AR, CA, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-MONEY-GUY-SHOW/
- HTTP://WWW.ABOUNDWEALTH.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ABOUND-WEALTH-MANAGEMENT/
- HTTPS://X.COM/MONEYGUYSHOW
- https://www.instagram.com/moneyguyshow/
- HTTPS://WWW.YOUTUBE.COM/MONEYGUYSHOW
- HTTP://WWW.MONEYGUY.COM
- HTTPS://WWW.TIKTOK.COM/@MONEYGUYSHOW
- HTTPS://WWW.FACEBOOK.COM/THEMONEYGUYSHOW
Official SEC filing: View on IAPD