AdvisorCensus / Financial advisors / New York / New York / Abbondandolo Wealth Management Corp
Abbondandolo Wealth Management Corp is an SEC-registered investment advisory firm in Glen Cove, NY, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is Abbondandolo Wealth Management Corp compensated?
On its Form ADV (Item 5.E, October 2026), Abbondandolo Wealth Management Corp reports these compensation arrangements: a percentage of assets under its management.
What does Abbondandolo Wealth Management Corp's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 24, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $2,000,000: 0.9% a year; $2,000,001 to $3,000,000: 0.8% a year; $3,000,001 to $4,000,000: 0.7% a year; $4,000,001 to $5,000,000: 0.6% a year; Above $5,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Abbondandolo Wealth Management Corp located?
Abbondandolo Wealth Management Corp's principal office is in Glen Cove, NY, according to its Form ADV.
Is Abbondandolo Wealth Management Corp registered with the SEC or a state?
Abbondandolo Wealth Management Corp is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 168081.
How much does Abbondandolo Wealth Management Corp manage?
Abbondandolo Wealth Management Corp reports $125,093,257 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary).
How have Abbondandolo Wealth Management Corp's assets and staff changed since 2021?
In the Form ADV data for Abbondandolo Wealth Management Corp: Regulatory assets under management: $86,047,900 in the October 2021 data and $125,093,257 in the October 2026 data, up 45%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Abbondandolo Wealth Management Corp serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (202); high net worth individuals (41); corporations or other businesses not listed above (1).
Which custodians does Abbondandolo Wealth Management Corp use?
Abbondandolo Wealth Management Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.
Does Abbondandolo Wealth Management Corp report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168081
What changed in Abbondandolo Wealth Management Corp's recent Form ADV filings?
In the August 2026 filing data: Regulatory assets under management went from $112,465,643 to $125,093,257 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,001 to $2,000,000 | 0.9% |
| $2,000,001 to $3,000,000 | 0.8% |
| $3,000,001 to $4,000,000 | 0.7% |
| $4,000,001 to $5,000,000 | 0.6% |
| Above $5,000,001 | 0.5% |
The brochure's wording
Total Assets Under Management Annual Fee First $1,000,000 1.00% $1,000,001 - $2,000,000 0.90% $2,000,001 - $3,000,000 0.80%
$3,000,001 - $4,000,000 0.70% $4,000,001 - $5,000,000 0.60% Above $5,000,000 0.50%
As stated in the firm's Form ADV Part 2A brochure dated July 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$125,093,257 as of October 2026, filing dated July 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $125,093,257 | 1 | July 24, 2026 |
| October 2025 | $98,219,545 | 3 | January 27, 2025 |
| October 2024 | $91,000,494 | 3 | February 8, 2024 |
| October 2023 | $81,099,235 | 3 | March 23, 2023 |
| October 2022 | $97,386,362 | 2 | March 1, 2022 |
| October 2021 | $86,047,900 | 2 | February 11, 2021 |
Regulatory assets under management: $86,047,900 in the October 2021 data and $125,093,257 in the October 2026 data, up 45%.
Total employees: 2 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Regulatory assets under management went from $112,465,643 to $125,093,257 (+11%).
- February 2026
- Employees performing advisory functions went from 3 to 1.
- Regulatory assets under management went from $98,219,545 to $112,465,643 (+15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Abbondandolo Wealth Management Corp (CRD 168081): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/abbondandolo-wealth-management-corp-glen-cove-ny-168081