A
Abundit Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,716,329
Clients
23
48% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$1,031,145
About
Abundit Wealth is a small registered investment adviser that serves individual clients — including high-net-worth individuals — and pension/profit-sharing plans. The firm offers comprehensive financial planning, discretionary portfolio and wealth management, and pension consulting services tailored to each client.
The firm develops written investment policy statements and generally follows modern portfolio theory and a long-term, systematic investing approach, using broadly diversified mutual funds and ETFs with a small- and value-tilt and periodic rebalancing. Abundit Wealth also uses a third-party turnkey asset management provider (Focus Partners) for portfolio implementation, account administration and reporting, and manages most client accounts on a discretionary basis.
A distinctive aspect of the firm is that the principal is a licensed insurance agent and may recommend or sell commissionable insurance products to clients, a conflict of interest that the brochure discloses. The brochure also notes a small client base managed by a single principal, the availability of non-discretionary unmanaged accounts without adviser fees in limited circumstances, a requirement that clients use Schwab Institutional for custody, and a practice of not aggregating trades for multiple client accounts.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business succession planning
Cash flow / budgeting
Debt management
Fee options
Financial planning fixed fees up to $20,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
Fee-only: Fixed financial planning fees up to $20,000.
Main office location
Abundit Wealth
1226 Lincoln Ave, Suite 200
San Jose CA 95125, United States
Number of offices
2
Most active in
Abundit Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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