$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-21-2011
- Office Locations
- 1
Office Locations
-- Lucas TX
About Abbington Wells Llc.
Abbington Wells LLC is a Texas-based RIA (founded 1993; LLC since 2011) focused on equity portfolio construction and ongoing asset management, with ETF-heavy equity allocations. The firm also supports financial, tax and estate planning. Client growth is referral-driven and they’re not broadly accepting new clients—typically working only with long-standing relationships.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$107.7K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Beacon Radial frontier
Investment Themes
Frontier harbor
Investment Vehicles
Alpha pathway
Services
Ember insight Pathway momentum Fusion vital Oak Pathway pioneer Crest ember
Owner & Executives
W
WILLIAM DAVID KELL
Agent, Chief Compliance Officer, PRINCIPAL
- CRD
- #1919035
- Ownership
- 75% or more
(716) 786-8522
pathway.quantum@vitalcapital.com
in linkedin.com/in/element-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,907,138 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,907,138 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,907,138
Equity - Exchange:
30.5% Cash:
33.1% Derivatives:
36.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,014,132,385 | 30.5% |
| Cash | $1,100,583,015 | 33.1% |
| Derivatives | $1,210,308,813 | 36.4% |
| Total | $3,325,024,213 | 100.0% |