# Abundant Wealth Partners, LLC

> Abundant Wealth Partners, LLC is an SEC-registered investment advisory firm in Santa Barbara, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 317221
- Filed as: ABUNDANT WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317221
- AdvisorCensus page: https://advisorcensus.com/firm/abundant-wealth-partners-llc-santa-barbara-ca-317221

## Quick answers

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

**Where is Abundant Wealth Partners, LLC located?**
Abundant Wealth Partners, LLC's principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Abundant Wealth Partners, LLC registered with the SEC or a state?**
Abundant Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 317221.

**How much does Abundant Wealth Partners, LLC manage?**
Abundant Wealth Partners, LLC reports $103,183,113 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (97% discretionary).

**What types of clients does Abundant Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (6).

**Does Abundant Wealth Partners, 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/317221

**What changed in Abundant Wealth Partners, LLC's recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## 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: $103,183,113
- Discretionary: $100,568,433
- Non-discretionary: $2,614,680

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,995,821 |
| High net worth individuals | 49 | $99,742,841 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $444,451 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 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)
- abundantwp.com
- Facebook @abundantwp
- LinkedIn @10696191

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abundant Wealth Partners, LLC (CRD 317221): Form ADV filing data as of October 2026.