Abound Wealth Management, LLC
● SEC registered since 2016CRD 285903SEC# 801-108697Franklin, TN
Reg. AUM
$1.95B
Employees
41
Accounts
5,040
Location
Franklin, TN
Abound Wealth Management, LLC assets under management
Abound Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Franklin, TN. The firm has been registered since 2016. It reports $1.9 billion in regulatory assets under management and employs 41 people.
Abound Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bo Barret Hanson Control | Chief Compliance Officer, Member | 10-25% | 2016 |
| John Brian Preston Control | Member | Over 75% | 2016 |
Frequently asked questions
How much does Abound Wealth Management, LLC manage?
Abound Wealth Management, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Abound Wealth Management, LLC have?
Abound Wealth Management, LLC reports 41 employees.
Where is Abound Wealth Management, LLC located?
Abound Wealth Management, LLC is based in Franklin, TN and has been SEC-registered since 2016.
Does Abound Wealth Management, LLC disclose fund performance?
Abound Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 317 Main Street, Suite 201, Franklin, TN 37064 |
| Phone | 615-226-3667 |
| Fax | 770-898-4979 |
| Office hours | M - T: 7:30 a.m. - 4:30 p.m. Cst; Fri: 7:30 a.m. - 3:30 p.m. Cst |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1950323 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.95B▲ 83%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$1.95Bregulatory AUM
Discretionary $1.95B