Abundant Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated April 23, 2026, reports $244M in regulatory assets under management, 4 employees, and 187 accounts.
Assets Under Management
$244M
Employees
4
Offices
--
Total Clients
187
Primary office
STAMFORD, CT
700 CANAL STREET, SERENDIPITY LABS, STAMFORD, CT, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.0% of total clients.
Top client categories% of clientsClients
1
Individuals
93.0%
174
2
HNWI
7.0%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of April 23, 2026
Discretionary100.0%
$244M
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$244M
Total Accounts187
10Y AUM Change+$244M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change+1 (+33.3%)
* 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.