# Abundance Advisers

> Abundance Advisers is a state-registered investment advisory firm in Pleasanton, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 310887
- Filed as: ABUNDANCE ADVISERS
- Legal name: Abundance Wealth Advisers LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pleasanton, CA
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310887
- AdvisorCensus page: https://advisorcensus.com/firm/abundance-advisers-pleasanton-ca-310887

## Quick answers

**How is Abundance Advisers compensated?**
On its Form ADV (Item 5.E, October 2026), Abundance Advisers reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Abundance Advisers located?**
Abundance Advisers' principal office is in Pleasanton, CA, according to its Form ADV.

**Is Abundance Advisers registered with the SEC or a state?**
Abundance Advisers is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310887.

**How much does Abundance Advisers manage?**
Abundance Advisers reports $9,480,707 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Abundance Advisers serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (4); individuals (other than high net worth individuals) (1).

**Does Abundance Advisers 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/310887

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,480,707
- Discretionary: $9,480,707
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $156,751 |
| High net worth individuals | 12 | $5,888,530 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,435,426 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 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)
- abundanceadvisers.com
- Facebook @Abundance-Advisers-109122140809635
- LinkedIn @abundance-advisers

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abundance Advisers (CRD 310887): Form ADV filing data as of October 2026.