Abound Wealth Management, LLC
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
FINTRXOverview
Abound Wealth Management, LLC is an independent, SEC-registered RIA that acts as a capital allocator for both individual/family and institutional clients. The firm combines fee models (percentage of AUM and fixed fees) and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, adviser selection, and educational workshops. Its public profile includes a placement on FA Magazine’s Top RIA Firms list in 2020. Abound does not identify as an active ESG investor in its available disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- State & Local Bonds1%
- Sovereign Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 16
Bo Hanson
PartnerCRD 5348292
Matthew Hoffner
Financial AdvisorCRD 5925929
Carter Thomas
PrincipalCRD 6102891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 401Active vs passive
$444M in ETFs
95%
$420M
<1%
$24M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $72.8M | 490,860 | 16.40% |
Location
Franklin, TN
Williamson
Location
Franklin, TN
Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 317 Main St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Capwealth Advisors, LLC
RIAFranklin, TN
Beacon Capital Management, LLC
RIAFranklin, TN
Sagepoint Capital Partners LLC
RIAFranklin, TN
SageSpring Wealth Partners
RIAFranklin, TN
Cypress Capital, LLC
RIAFranklin, TN
Efinancial Alliance, LLC
RIAFranklin, TN