Abundance Wealth Counselors, LLC
Firm details
- Headquarters
- State College, Pennsylvania
- CRD number
- 111740
- Registered since
- June 25, 2001
- Website
- abundancellc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.67%
- Pension & Profit Sharing Plans18.98%
- Corporations / Businesses5.79%
- Pooled Investment Vehicles4.96%
- Individuals4.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Abundance Wealth Counselors, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2001. It describes itself as a capital allocator serving both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals and for pooled investment vehicles, and pension consulting services. The firm also maintains business lines as an insurance broker and a law firm and acts in sponsor/GP roles for pooled investment vehicles. Fee arrangements include percentage-of-AUM and fixed-fee options. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds63%
- Exchange Traded Equities19%
- Private Funds9%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2Ryan Ohlson
Chief Operating OfficerCRD 8053557
Jamie Felker
Chief Executive OfficerCRD 5769657
Contacts
3 of 11
Ann Mallison
Wealth CounselorCRD 7202726
John Schaffer
Wealth CounselorCRD 6291332
Toner Corl
Retirement Plan AdvisorCRD 7717382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$818M in ETFs
80%
$652M
7%
$166M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $273M | 364,474 | 33.36% |
Location
State College, PA
Centre
Location
State College, PA
Headquartered in State College, PA, anchoring the State College-DuBois, PA metro in the Northeast.
- Metro area
- State College-DuBois, PA
- Region
- Northeast
- County
- Centre
- Address
- 232 Regent Ct
- Time zone
- ET (UTC-5)
- Office locations
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