Abound Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated April 30, 2026, reports $1.9B in regulatory assets under management, 41 employees, and 5,040 accounts.
Assets Under Management
$1.9B
Employees
41
Offices
--
Total Clients
936
Primary office
FRANKLIN, TN
317 MAIN STREET, SUITE 201, FRANKLIN, TN, United States
Top client segmentHNWI represent 68.4% of total clients.
Top client categories% of clientsClients
1
HNWI
68.4%
640
2
Individuals
29.3%
274
3
Pension Plans
2.4%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of April 30, 2026
Discretionary100.0%
$1.9B
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.
Total AUM$1.9B
Total Accounts5,040
10Y AUM Change+$1.8B (+1448.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee23:1
10Y Employee Change+35 (+583.3%)
* 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.