Bountiful Investment Management LLC
● SEC registered since 2024CRD 281437SEC# 801-129843Rumford, RI
Reg. AUM
$160.5M
Employees
3
Accounts
1,080
Location
Rumford, RI
Bountiful Investment Management LLC assets under management
Bountiful Investment Management LLC is an investment advisory firm registered with the SEC based in Rumford, RI. The firm has been registered since 2024. It reports $160.5 million in regulatory assets under management and employs 3 people.
Bountiful Investment Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Jon Wells Control | Managing Member | Over 75% | 2015 |
| Manuel Raposa Rezendes Control | Member And Chief Compliance Officer | 10-25% | 2015 |
Frequently asked questions
How much does Bountiful Investment Management LLC manage?
Bountiful Investment Management LLC reports $160.5 million in regulatory assets under management on its Form ADV.
How many employees does Bountiful Investment Management LLC have?
Bountiful Investment Management LLC reports 3 employees.
Where is Bountiful Investment Management LLC located?
Bountiful Investment Management LLC is based in Rumford, RI and has been SEC-registered since 2024.
Does Bountiful Investment Management LLC disclose fund performance?
Bountiful Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 Newman Ave, Suite 300, Rumford, RI 02916 |
| Phone | 401-305-2626 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$160.5M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$160.5Mregulatory AUM
Discretionary $0Non-discretionary $160.5M