{
  "crd_number": 304612,
  "slug": "abundo-wealth-houston-tx-304612",
  "primary_business_name": "ABUNDO WEALTH",
  "legal_name": "ABUNDO WEALTH INC.",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-09-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 15,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "ID",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://abundowealth.com",
    "https://facebook.com/AbundoWealth",
    "https://instagram.com/abundowealth",
    "https://linkedin.com/company/abundowealth",
    "https://pinterest.com/AbundoWealth",
    "https://reddit.com/u/Abundo_Wealth/s/Rv9jLA6l5c",
    "https://tiktok.com/@abundowealth",
    "https://x.com/abundowealth",
    "https://youtube.com/@abundowealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304612",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/abundo-wealth-houston-tx-304612",
  "display_name": "Abundo Wealth",
  "summary": "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.",
  "citation": "AdvisorCensus. Abundo Wealth (CRD 304612): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Abundo Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abundo Wealth reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Abundo Wealth located?",
      "a": "Abundo Wealth's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Abundo Wealth registered with the SEC or a state?",
      "a": "Abundo Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304612."
    },
    {
      "q": "How have Abundo Wealth's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "Does Abundo Wealth report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Abundo Wealth state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Abundo Wealth's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in SC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2021-09-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 5,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 7,
      "filing_date": "2023-08-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 8,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 15,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 13.",
        "Registered or notice-filed in CT."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Registered or notice-filed in ID, LA."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in MT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 11.",
        "Registered or notice-filed in RI."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CA, GA, IN, MN, MO, NE, NH, NY, OH, SD, TX, UT, WA, WI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CO, GA, IN, MO, NE, NH, OH, WI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 7, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require having a minimum amount of assets or account size to work with us."
        ]
      }
    ],
    "quotes": [
      "We do not require having a minimum amount of assets or account size to work with us."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/abundo-wealth-houston-tx-304612.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304612",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}