Abundant Wealth Management LLC
● SEC registered since 2025CRD 331285SEC# 801-133707Stamford, CT
Reg. AUM
$243.8M
Employees
4
Accounts
187
Location
Stamford, CT
Abundant Wealth Management LLC assets under management
Abundant Wealth Management LLC is an investment advisory firm registered with the SEC based in Stamford, CT. The firm has been registered since 2025. It reports $243.8 million in regulatory assets under management and employs 4 people.
Abundant Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Francis Anthony Brown Control | Managing Member And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Abundant Wealth Management LLC manage?
Abundant Wealth Management LLC reports $243.8 million in regulatory assets under management on its Form ADV.
How many employees does Abundant Wealth Management LLC have?
Abundant Wealth Management LLC reports 4 employees.
Where is Abundant Wealth Management LLC located?
Abundant Wealth Management LLC is based in Stamford, CT and has been SEC-registered since 2025.
Does Abundant Wealth Management LLC disclose fund performance?
Abundant 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 | 700 Canal Street, Serendipity Labs, Stamford, CT 06902 |
| Phone | 203-661-3441 |
| Fax | 203-727-4217 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$243.8M▲ 5%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$243.8Mregulatory AUM
Discretionary $243.8M