STATE COLLEGE, PACRD 111740Latest ADV February 23, 2026
Abundance Wealth Counselors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in State College, PA. Its latest Form ADV filing, dated February 23, 2026, reports $1.6B in regulatory assets under management, 30 employees, and 1,711 accounts.
Assets Under Management
$1.6B
Employees
30
Offices
--
Total Clients
511
Primary office
STATE COLLEGE, PA
232 REGENT COURT, STATE COLLEGE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 45.0% of total clients.
Top client categories% of clientsClients
1
Individuals
45.0%
230
2
HNWI
40.9%
209
3
Pension Plans
11.2%
57
4
Corporations
2.5%
13
5
Pooled Investment Vehicles
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of February 23, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts1,711
10Y AUM Change+$1.1B (+233.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee17:1
10Y Employee Change+18 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.