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ABOUND WEALTH STRATEGIES
ABOUND WEALTH STRATEGIES, LLC
CRD 305362
9101 WESLEYAN RD, STE 420, INDIANAPOLIS, IN, 46268, United States
Phone
317-672-2591
Fax
317-672-4269
Registration
— (—)
Source
State registered
Total AUM
$13.8M
Discretionary AUM
$13.7M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $6.6M |
| High net worth individuals | 5 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD