Abundance Wealth Counselors, LLC
● SEC registered since 2001CRD 111740SEC# 801-60373State College, PA
Reg. AUM
$1.56B
Employees
30
Accounts
1,711
Location
State College, PA
Abundance Wealth Counselors, LLC assets under management
Abundance Wealth Counselors, LLC is an SEC-registered investment adviser based in State College, PA. The firm has been registered since 2001. It reports $1.6 billion in regulatory assets under management and employs 30 people.
Abundance Wealth Counselors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Defluri Irrevocable Trust Control | Member | Over 75% | 2021 |
| Ryan Ohlson | Chief Compliance Officer | Under 5% | 2025 |
| Blake Justin Defluri | Trustee | — | 2021 |
Frequently asked questions
How much does Abundance Wealth Counselors, LLC manage?
Abundance Wealth Counselors, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Abundance Wealth Counselors, LLC have?
Abundance Wealth Counselors, LLC reports 30 employees.
Where is Abundance Wealth Counselors, LLC located?
Abundance Wealth Counselors, LLC is based in State College, PA and has been SEC-registered since 2001.
Does Abundance Wealth Counselors, LLC disclose fund performance?
Abundance Wealth Counselors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 232 Regent Court, State College, PA 16801 |
| Phone | 814.861.3810 |
| Fax | 814.861.3811 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.56B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$1.56Bregulatory AUM
Discretionary $1.56B