The ABUNDANCE WEALTH COUNSELORS, LLC is a privately held investment adviser that advises $1.56Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ABUNDANCE WEALTH COUNSELORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 67.09% over the last 5-years.
The Group has been registered with the SEC for 25.12 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 232 REGENT COURT, STATE COLLEGE, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 12 investment and 18 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $1.56Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 70 other accounts. Assets of High Net Worth Individuals clients own $1.03Bn or 65.67% of Total Assets and Pension and Profit Sharing Plans-Private own $296.84mn or 18.98% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Infrastructure, representing 73.33% and 26.67% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ABUNDANCE WEALTH COUNSELORS, LLC names 1 sub-adviser INVESTMENT RESEARCH PARTNERS to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.