Abound Wealth Management, LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$387K
Accounts
5,040
Employees
41
Advisory reps
16

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 registered investment adviser organized as an LLC and SEC-registered since 2016. The firm operates as a capital allocator for both individuals/families and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, and it also runs educational seminars and workshops. Abound does not identify as an ESG-focused allocator and is not listed as a multi-state adviser. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 4%, State & Local Bonds 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities4%
  • State & Local Bonds1%
  • Sovereign Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 16
  • Stephen Gentzler

    Stephen Gentzler

    Financial AdvisorCRD 6411372

  • Matthew Hoffner

    Matthew Hoffner

    Financial AdvisorCRD 5925929

  • Yochanan Hershoff

    Yochanan Hershoff

    AdvisorCRD 8297845

Unlock 13 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 401

Active vs passive

$444M in ETFs

Passive

95%

$420M

Active

<1%

$24M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P SMALL-CAP ETF (IJR)BlackRockPassiveSmall Blend$72.8M490,86016.40%
Unlock additional holdings →

Location

Primary office

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

RIA

Franklin, TN

AUM $2BTEAM 19REPS 12

Beacon Capital Management, LLC

RIA

Franklin, TN

AUM $1.3BTEAM 39REPS 19

SageSpring Wealth Partners

RIA

Franklin, TN

AUM $8.5BTEAM 195REPS 126

Cypress Capital, LLC

RIA

Franklin, TN

AUM $426MTEAM 12REPS 10

Efinancial Alliance, LLC

RIA

Franklin, TN

AUM $292MTEAM 5REPS 4

Optivise Advisory Services LLC

RIA

Franklin, TN

AUM $288MTEAM 25REPS 22
More RIAs in Franklin →All Tennessee RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth