# Abri LLC

> Abri LLC is an SEC-registered investment advisory firm in Lexington, KY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 314832
- Filed as: ABRI LLC
- Also doing business as: ABRI WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lexington, KY
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314832
- AdvisorCensus page: https://advisorcensus.com/firm/abri-llc-lexington-ky-314832

## Quick answers

**How is Abri LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Abri LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Abri LLC located?**
Abri LLC's principal office is in Lexington, KY, according to its Form ADV.

**Is Abri LLC registered with the SEC or a state?**
Abri LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 314832.

**How much does Abri LLC manage?**
Abri LLC reports $114,386,423 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**What types of clients does Abri LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); high net worth individuals (47).

**Which custodians does Abri LLC use?**
Abri LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Abri LLC 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/314832

**Does Abri LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 28, 2026 says: "We offer our services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations and other business entities. We do not require a minimum account size."

**What changed in Abri LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: None

> We offer our services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations and other business entities. We do not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

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: $114,386,423
- Discretionary: $114,386,423
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 224 | $33,125,754 |
| High net worth individuals | 47 | $81,138,631 |
| Charitable organizations | Fewer than 5 | $122,038 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, IN, KY, MI, OH, TN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abri.io
- Facebook @ABRIADVICE
- LinkedIn @abrifinancialplanning
- LinkedIn @Zack-wallace
- YouTube @abriadvice

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abri LLC (CRD 314832): Form ADV filing data as of October 2026.