CRD 283860Registration Status: ApprovedEffective since April 10, 2026Latest ADV March 10, 2026
True Abundance Advisors is an SEC registered investment adviser organized as a sole proprietorship. Its latest Form ADV filing, dated March 10, 2026, reports $32M in regulatory assets under management, 1 employee, and 57 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
14
2
Individuals
33.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$32Mas of March 10, 2026
Discretionary91.5%
$29M
92% of total RAUM91.5%
Non-discretionary8.5%
$3M
8% of total RAUM8.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$32M
Total Accounts57
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee21:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.