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 RIA (registered in 2016) operating as an individual-owned limited liability company. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars. Its client-fee model blends percentage-of-AUM billing with fixed-fee engagements. Abound identifies itself as a capital allocator and does not self-identify as an active ESG investor. The firm received an industry mention in FA Magazine’s Top RIA Firms list in 2020. Investment activity centers on public pooled products and externally managed alternatives; Abound also deploys private placement opportunities through third-party managers as part of its alternative allocation practices.