ABOUND WEALTH MANAGEMENT, LLC
Adviser information for ABOUND WEALTH MANAGEMENT, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 31 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,513 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 3,513 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 254 | $196.7M |
| HNW Individuals | 366 | $868.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 17 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 17 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshopsFINANCIAL CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFEES FOR SPEAKING ENGAGEMENTS |
Identifiers
| SEC RIA File Number | 801-108697 |
|---|---|
| SEC ERA File Number | 801-108697 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285903 |
| Legal Entity Identifier | None |
Principal Office
317 MAIN STREETSUITE 201
FRANKLIN
TN
United States
Monday - Friday, M - T: 7:30 AM - 4:30 PM CST; FRI: 7:30 AM - 3:30 PM CST
Tel: 615-226-3667, Fax: 770-898-4979
Chief Compliance Officer
BO B. HANSON
MEMBER
317 MAIN STREET
SUITE 201
FRANKLIN
TN
United States
Tel:
615-226-3667
Fax:
770-898-4979
B*@***************M
(Full email address available in API data)
Regulatory Contact
J. BRIAN PRESTON
MEMBER
317 MAIN STREET
SUITE 201
FRANKLIN
TN
United States
Tel:
615-226-3667
Fax:
770-898-4979
B****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HANSON, BO, BARRET | Individual | – | CHIEF COMPLIANCE OFFICER, MEMBER | 11/2016 | 10-25% |
| PRESTON, JOHN, BRIAN | Individual | – | MEMBER | 11/2016 | > 75% |