ABUNDANCE WEALTH COUNSELORS, LLC
Adviser information for ABUNDANCE WEALTH COUNSELORS, LLC last updated from Form ADV on March 6th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 26 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,638 | $1.2B |
| Non-Discretionary | 0 | $0 |
| Total | 1,638 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 222 | $74.8M |
| HNW Individuals | 185 | $709.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $73.2M |
| Pension and profit sharing plans | 45 | $241.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $53.5M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $33.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agentLawyer or law firm |
Identifiers
| SEC RIA File Number | 801-60373 |
|---|---|
| SEC ERA File Number | 801-60373 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111740 |
| Legal Entity Identifier | None |
Principal Office
232 REGENT COURTSTATE COLLEGE
PA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 814.861.3810, Fax: 814.861.3811
Chief Compliance Officer
LAUREN GRETCHEN
5 INDEPENDENCE WAY
SUITE 300
PRINCETON
NJ
United States
Tel:
6463953900
L********@************M
(Full email address available in API data)
Regulatory Contact
JAMIE L. FELKER
CHIEF EXECUTIVE OFFICER
232 REGENT COURT
STATE COLLEGE
PA
United States
Tel:
814.861.3810
Fax:
814.861.3811
J******@***************M
(Full email address available in API data)
Industry Affiliates
| ABUNDANCE EQUITY PARTNERS, LLC | Sponsor or syndicator of limited partnerships |
| ABUNDANCE RISK MANAGEMENT, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FOUNDATION GREEN INCOME FUND LP | Hedge Fund | $17.6M | $0.3M | 30 |
| FOUNDATION PREMIUM INCOME FUND, LP | Hedge Fund | $55.6M | $0.3M | 98 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Gretchen, Lauren, Gail | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2019 | < 5% |
| RICHARD DEFLURI IRREVOCABLE TRUST | Domestic Entity | – | MEMBER | 12/2021 | > 75% |
| DEFLURI, BLAKE, JUSTIN | Individual | RICHARD DEFLURI IRREVOCABLE TRUST | TRUSTEE | 12/2021 |