Bountiful Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rumford, RI. Its latest Form ADV filing, dated March 11, 2026, reports $161M in regulatory assets under management, 3 employees, and 1,080 accounts.
Assets Under Management
$161M
Employees
3
Offices
--
Total Clients
560
Primary office
RUMFORD, RI
225 NEWMAN AVE, SUITE 300, RUMFORD, RI, United States
Top client segmentIndividuals represent 98.4% of total clients.
Top client categories% of clientsClients
1
Individuals
98.4%
551
2
HNWI
1.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of March 11, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$161M
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$161M
Total Accounts1,080
10Y AUM Change+$54M (+51.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee187:1
10Y Employee Change0 (0.0%)
* 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.