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ABUNDANCE ADVISERS
ABUNDANCE WEALTH ADVISERS LLC
CRD 310887
5700 STONERIDGE MALL ROAD., SUITE 360, PLEASANTON, CA, 94588, United States
Phone
925-400-8333
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.5M
Discretionary AUM
$9.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $157K |
| High net worth individuals | 12 | $5.9M |
| Pension/profit sharing plans | 4 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD