ABUNDANT WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 331285
- Registered since
- June 18, 2025
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.01%
- Individuals29.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Abundant Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and discloses a mix of billing methods — asset-based fees, hourly charges, and fixed fees. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and it also publishes periodicals or newsletters. The firm is not identified as an active ESG investor and reports that it is not a multi-state adviser, while its SEC registration year is listed as 2025.
Assets & Accounts
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
- Other95%
- Cash & Cash Equivalents5%
Contacts
3 of 3Francis Brown
President and Founding PartnerCRD 2245427
Brendan Azoff
Investment Advisor RepresentativeCRD 7933680
Adam Jewett
Registered RepresentativeCRD 5011832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 700 Canal St
- Time zone
- ET (UTC-5)
- Office locations
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