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 registered investment adviser organized as an LLC and first registered with the SEC in 2016. The firm is owned by an individual and positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include a percentage-of-AUM component and fixed fees. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers, and educational seminars or workshops. The firm is not identified as an active ESG investor. Abound has been recognized on FA Magazine’s Top RIA Firms list (2020).
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
Stephen Gentzler
Financial AdvisorCRD 6411372
Matthew Hoffner
Financial AdvisorCRD 5925929
Yochanan Hershoff
AdvisorCRD 8297845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 409Active vs passive
$383M in ETFs
95%
$364M
<1%
$18.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $58.2M | 468,114 | 15.20% |
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
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