AdvisorCensus / Financial advisors / Texas / Houston / Abundo Wealth
Abundo Wealth is an SEC-registered investment advisory firm in Houston, TX, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated September 29, 2026.
Quick answers
From the filingHow is Abundo Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Abundo Wealth reports these compensation arrangements: fixed fees (other than subscription fees).
Where is Abundo Wealth located?
Abundo Wealth's principal office is in Houston, TX, according to its Form ADV.
Is Abundo Wealth registered with the SEC or a state?
Abundo Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304612.
How have Abundo Wealth's assets and staff changed since 2021?
In the Form ADV data for Abundo Wealth: Total employees: 4 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Abundo Wealth 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/304612
Does Abundo Wealth state an account minimum?
Its Form ADV Part 2A brochure dated January 7, 2026 says: "We do not require having a minimum amount of assets or account size to work with us."
What changed in Abundo Wealth's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not require having a minimum amount of assets or account size to work with us.
As stated in the firm's Form ADV Part 2A brochure dated January 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
Registration and firm details
Items 1, 2, 5- Legal name
- Abundo Wealth Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 15. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
34 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 15 | September 29, 2026 |
| October 2025 | Not reported | 9 | March 31, 2025 |
| October 2024 | Not reported | 8 | March 15, 2024 |
| October 2023 | Not reported | 7 | August 29, 2023 |
| October 2022 | Not reported | 5 | September 29, 2022 |
| October 2021 | Not reported | 4 | September 10, 2021 |
Total employees: 4 in October 2021 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in SC.
- August 2026
- Employees performing advisory functions went from 12 to 13.
- Registered or notice-filed in CT.
- July 2026
- Employees performing advisory functions went from 11 to 12.
- Registered or notice-filed in ID, LA.
- May 2026
- Registered or notice-filed in MT.
- April 2026
- Employees performing advisory functions went from 10 to 11.
- Registered or notice-filed in RI.
- February 2026
- Employees performing advisory functions went from 9 to 10.
- Registered or notice-filed in AZ, CA, DC, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in CA, GA, IN, MN, MO, NE, NH, NY, OH, SD, TX, UT, WA, WI.
- December 2025
- Registered or notice-filed in CO, GA, IN, MO, NE, NH, OH, WI.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Abundo Wealth (CRD 304612): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/abundo-wealth-houston-tx-304612