# Abundant Wealth Management LLC

> Abundant Wealth Management LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 331285
- Filed as: ABUNDANT WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331285
- AdvisorCensus page: https://advisorcensus.com/firm/abundant-wealth-management-llc-stamford-ct-331285

## Quick answers

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

**How much does Abundant Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $750 to $5,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Abundant Wealth Management LLC located?**
Abundant Wealth Management LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Abundant Wealth Management LLC registered with the SEC or a state?**
Abundant Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 331285.

**How much does Abundant Wealth Management LLC manage?**
Abundant Wealth Management LLC reports $243,812,650 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**How have Abundant Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Abundant Wealth Management LLC: Regulatory assets under management: $0 in the October 2025 data and $243,812,650 in the October 2026 data. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abundant Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); high net worth individuals (13).

**Which custodians does Abundant Wealth Management LLC use?**
Abundant Wealth Management LLC'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 Abundant Wealth Management 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/331285

**Does Abundant Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "There is no account minimum for any of AWMLLC’s services."

**What changed in Abundant Wealth Management LLC's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $233,109,415. Employees performing advisory functions went from 2 to 3. Registered or notice-filed in NH, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> There is no account minimum for any of AWMLLC’s services.

- Flat fee: $750 to $5,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $750 and $5,000.

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: $243,812,650
- Discretionary: $243,812,650
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $73,120,252 |
| High net worth individuals | 13 | $170,692,398 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abundant-wealth.com
- LinkedIn @101776726

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | July 9, 2025 |
| October 2026 | $243,812,650 | 4 | April 23, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $243,812,650 in the October 2026 data.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $233,109,415.
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in NH, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abundant Wealth Management LLC (CRD 331285): Form ADV filing data as of October 2026.