$23.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystUnison
- Established Date
- 12-02-2021
- Office Locations
- 1
Office Locations
1 Seneca ST, Suite 2905 Buffalo NY
About Abaya Wealth Management LLC
Abaya Wealth Management LLC is a Buffalo, NY RIA led by CFP®/RICP® Taunya Abaya, providing personalized wealth management and comprehensive financial planning with a strong retirement-income focus. The firm works with individuals and families on rollovers, retirement readiness, and legacy planning, emphasizing client education and low-fee solutions. Portfolios are primarily ETF-based and custodied with Schwab.
Team overview
52 AVG AGE
$23.0M AVG AUM / ADVISOR
$371.0K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Foundation beacon
Client Personas
Pathway
Custodian
Value bridge Signal signal Foundation vertex Legacy prime Optima
Investment Themes
Harbor Vital Catalyst atlas Radial
Investment Vehicles
Insight summit
Services
Element Legacy wave Pioneer focus Alpha Unison Ridge Insight optima Pioneer Signal Focus
Technology
Pioneer ember Eagle
Owner & Executives
Taunya Fourtner Abaya
Chief Executive Officer, Investment Advisor, Owner
- CRD
- #7368956
- Ownership
- 75% or more
(211) 492-5016
signal.atlas@signalcapital.com
in linkedin.com/in/quantum-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,000,000
Equity - Exchange:
19.8% Equity - OTC:
39.7% Cash:
40.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $580,917,448 | 19.8% |
| Equity - OTC | $1,164,768,822 | 39.7% |
| Cash | $1,188,240,235 | 40.5% |
| Total | $2,933,926,505 | 100.0% |