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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VertexVector beacon +more
- Established Date
- 11-23-2016
- Office Locations
- 1
Office Locations
About Abound Wealth Management, LLC
Abound Wealth Management, LLC is an RIA in Franklin, TN providing financial planning and discretionary portfolio management for individuals and entrepreneurs, coordinating accounts, income and goals into an integrated plan. Portfolios emphasize asset allocation using public funds, mutual funds and fixed income, with support for tax, estate and business-succession planning. Custody commonly held at Schwab and Fidelity; platform stack includes Tamarac/Envestnet and eMoney.
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
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Platform
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Owner & Executives
JOHN BRIAN PRESTON
Managing Partner
- CRD
- #2923095
- Ownership
- 75% or more
BO BARRET HANSON
Chief Compliance Officer, Partner
- CRD
- #5348292
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Eric Scott Baer
Principal
- CRD
- #7225595
Nicholas Stephen Melo Bryan
Financial Advisor
- CRD
- #7970040
Ember momentum
Matrix catalyst
- CRD
- #48101
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,948,433,647 | $386,594 |
| Non-Discretionary | $0 | -- |
| Total | $1,948,433,647 | $386,594 |
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Separately Managed Accounts
Total SMA Asset: $1,948,433,647
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,146,742,930 | 24.1% |
| Equity - Exchange | $418,659,410 | 4.7% |
| Cash | $1,407,408,228 | 15.8% |
| Corporate - Investment Grade | $988,748,818 | 11.1% |
| Corporate - Non-Investment Grade | $1,042,194,701 | 11.7% |
| Municipal Bonds | $757,149,996 | 8.5% |
| Sovereign Bonds | $2,146,742,930 | 24.1% |
| Total | $8,907,647,013 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER DELTA EAGLE | SUMMIT OAK | GYM5WVNVD | XEGB | 1.01% | $13,163,829 |
| PATHWAY VALUE | ZENITH PEAK | W7E86HJAH | CEI | 6.55% | $94,891,932 |
| PRIME FOCUS | GLACIER MATRIX | XNUEFEGF8 | YRT | 0.68% | $104,822,271 |
| FOUNDATION MOMENTUM ZENITH | FRONTIER MATRIX | 88LCWC9E7 | NSRX | 12.22% | $46,802,877 |
| CATALYST OPTIMA | OPTIMA BRIDGE | 92BNODOKV | RCC | 5.97% | $54,033,815 |
| TIMBER MOMENTUM | FRONTIER MOMENTUM | AMKCRNMPL | WIN | 6.09% | $28,307,397 |
| MERIDIAN TIMBER PATHWAY | LEGACY VECTOR | IWFQE44X4 | DYRC | 8.07% | $49,830,684 |
| CREST ZENITH INSIGHT | CREST MOMENTUM | FTIAZ0J6N | KWAS | 5.54% | $20,099,249 |