ABUNDIT WEALTH

Overview

Abundit Wealth is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm emphasizes discretionary portfolio management and financial planning while also acting as an insurance broker and providing pension consulting and selection-of-other-advisers services. Its investment approach centers on professionally managed public funds and mutual funds, and it functions as a capital allocator—selecting third-party managers or vehicles when appropriate rather than building a large roster of in-house product lines. Fee arrangements combine a percentage of assets under management with fixed-fee engagements, which supports both ongoing portfolio oversight and project-based financial planning work. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser. Given its scope and service mix, Abundit Wealth appears oriented toward providing a hands-on, personalized advisory relationship for a modest number of clients rather than running large-scale institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices