Abound Wealth Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$387K

Accounts

5,040

Employees

Advisory reps

Firm details

Headquarters: Franklin, Tennessee
CRD number: 285903
Registered since: November 23, 2016
Website: aboundwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.81%
Individuals9.92%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Abound Wealth Management, LLC is an independent, SEC-registered registered investment adviser that began regulatory reporting in 2016 and operates as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator — combining financial planning and portfolio management with select advisory services such as pension consulting, manager selection, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Abound does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm received a mention in FA Magazine’s Top RIA Firms list in 2020, reflecting external recognition within the industry.