ABOUND WEALTH STRATEGIES

Overview

Abound Wealth Strategies is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm positions itself as a capital allocator and combines advisory services with broker-dealer registration and insurance brokerage capabilities. Its service mix centers on financial planning and portfolio management for individuals and small businesses, along with selection of other advisers and educational seminars. Fee arrangements include percentage-of-AUM schedules alongside hourly and fixed-fee engagements, giving flexibility for both ongoing wealth management and project-based planning. On the investment side, the firm shows a clear tilt toward equities: exchange-traded securities make up the largest share of client assets. Abound is not an active ESG investor and is organized to support a hands-on, discretionary portfolio management model for most clients. The firm also sources third-party alternative managers when appropriate, directing client capital into private placements and real estate strategies to complement public-market holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices