BOUNTIFUL INVESTMENT MANAGEMENT LLC

Overview

Bountiful Investment Management LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm favors equity exposure—specifically exchange-traded equities and ETFs—and combines portfolio management and financial planning with the selection of third‑party managers for specialized strategies. Services include fee models built on percentage of AUM, hourly work and fixed fees, and the firm runs educational seminars and workshops in addition to direct portfolio services for individuals and small businesses. The firm is not an active ESG investor and is not structured as a multi‑state adviser. Bountiful’s reporting shows a predominantly advisory role with non‑discretionary assets reported across the book, and it maintains an insurance‑company affiliation that likely supports its annuity and insurance product access. As a capital allocator, the firm integrates outside fund managers for alternative strategies while retaining direct management and advisory relationships with clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices