Abundo Wealth Inc.
● SEC registered since 2021CRD 304612SEC# 801-122364Houston, TX
Reg. AUM
—
Employees
14
Accounts
—
Location
Houston, TX
Abundo Wealth Inc. assets under management
Abundo Wealth Inc. is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2021. It employs 14 people.
Abundo Wealth Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Blake Simonson Control | Owner & Ceo | Over 75% | 2019 |
| Lori Bodenhamer Control | Cco | Under 5% | 2026 |
Frequently asked questions
How many employees does Abundo Wealth Inc. have?
Abundo Wealth Inc. reports 14 employees.
Where is Abundo Wealth Inc. located?
Abundo Wealth Inc. is based in Houston, TX and has been SEC-registered since 2021.
Does Abundo Wealth Inc. disclose fund performance?
Abundo Wealth Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3217 Montrose Blvd, Suite 228, #5, Houston, TX 77006 |
| Phone | 612-502-5806 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 32%
More than 68% of 16,825 advisers