# Abunda Financial, LLC

> Abunda Financial, LLC is a state-registered investment advisory firm in Sausalito, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 120177
- Filed as: ABUNDA FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sausalito, CA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120177
- AdvisorCensus page: https://advisorcensus.com/firm/abunda-financial-llc-sausalito-ca-120177

## Quick answers

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

**Where is Abunda Financial, LLC located?**
Abunda Financial, LLC's principal office is in Sausalito, CA, according to its Form ADV.

**Is Abunda Financial, LLC registered with the SEC or a state?**
Abunda Financial, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 120177.

**How much does Abunda Financial, LLC manage?**
Abunda Financial, LLC reports $103,137,240 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (13% discretionary).

**What types of clients does Abunda Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (9).

**Does Abunda Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120177

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $103,137,240
- Discretionary: $13,177,118
- Non-discretionary: $89,960,122

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,292,554 |
| High net worth individuals | 26 | $98,844,686 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abundafinancial.com
- LinkedIn @59435048

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abunda Financial, LLC (CRD 120177): Form ADV filing data as of October 2026.