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ABUNDANT WEALTH PARTNERS, LLC

CRD 317221 · SEC 801-134612

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4961 LA GAMA WAY, SANTA BARBARA, CA, 93111, United States

Phone

805-451-9131

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$103.2M

Discretionary AUM

$100.6M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING

Client types

TypeClientsAUM
Individuals6$3.0M
High net worth individuals49$99.7M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD