Firm profile

ABBONDANDOLO WEALTH MANAGEMENT CORP

GLEN COVE, NYCRD 168081Latest ADV January 23, 2026

Abbondandolo Wealth Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Glen Cove, NY. Its latest Form ADV filing, dated January 23, 2026, reports $112M in regulatory assets under management, 1 employee, and 384 accounts.

Assets Under Management
$112M
Employees
1
Offices
--
Total Clients
238
Primary office
GLEN COVE, NY
220B GLEN COVE AVE, GLEN COVE, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOVito Abbondandolo

Advisory services offered

3 types reported
Pension consulting services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.2% of total clients.
Top client categories% of clientsClients
1
Individuals
78.2%
186
2
HNWI
21.8%
52

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$112Mas of January 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$112M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$112M
Total Accounts384
10Y AUM Change+$51M (+83.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee238:1
10Y Employee Change-3 (-75.0%)

* 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.