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ABUNDANT WEALTH MANAGEMENT LLC
CRD 331285 · SEC 801-133707
700 CANAL STREET, SERENDIPITY LABS, STAMFORD, CT, 06902, United States
Phone
203-661-3441
Fax
203-727-4217
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$243.8M
Discretionary AUM
$243.8M
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $73.1M |
| High net worth individuals | 13 | $170.7M |
States served
MA, NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD