Abundo Wealth

Overview

Abundo Wealth is a corporation that registered with the SEC in 2021 and is owned by an individual. The firm presents itself primarily as a financial planning advisory practice and operates as a multi-state adviser. Its reported fee model is fixed fees rather than percentage-based or commission structures. The regulatory profile identifies Abundo Wealth as unclassified and notes that it does not act as a capital allocator, is not a pension consultant, and does not have related adviser relationships. The firm is not identified as an active ESG investor in the available records.

Investments & Alternatives

Location & Offices