# 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.

- CRD: 168081
- Filed as: ABBONDANDOLO WEALTH MANAGEMENT CORP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Cove, NY
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168081
- AdvisorCensus page: https://advisorcensus.com/firm/abbondandolo-wealth-management-corp-glen-cove-ny-168081

## Quick answers

**How 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.

**How much does Abbondandolo Wealth Management Corp charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

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.

### Regulatory assets under management (Item 5.F)
- Total: $125,093,257
- Discretionary: $125,093,257
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 202 | $40,420,079 |
| High net worth individuals | 41 | $84,526,316 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $146,862 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- awmny.com
- Facebook @AWMNY
- X @AWMNY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $86,047,900 | 2 | February 11, 2021 |
| October 2022 | $97,386,362 | 2 | March 1, 2022 |
| October 2023 | $81,099,235 | 3 | March 23, 2023 |
| October 2024 | $91,000,494 | 3 | February 8, 2024 |
| October 2025 | $98,219,545 | 3 | January 27, 2025 |
| October 2026 | $125,093,257 | 1 | July 24, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abbondandolo Wealth Management Corp (CRD 168081): Form ADV filing data as of October 2026.