$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
5700 Stoneridge Mall Road. Suite 360 Pleasanton CA
About Abundance Advisers
Abundance Advisers is a Pleasanton, CA fiduciary practice led by CPA and CFP(R) professional Daven Sharma. The firm provides values-driven, goals-based financial planning for retirees and business owners, with a focus on turning assets into retirement income and following through on implementation across investments and insurance solutions. Portfolios can be custodied at Charles Schwab.
Team overview
66 AVG AGE
$9.5M AVG AUM / ADVISOR
$557.7K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Pathway catalyst Frontier ridge
Client Personas
Summit pathway Vital quantum Bridge unison
Custodian
Pathway Insight foundation Pioneer Foundation North
Investment Themes
North ember Beacon Beacon
Investment Vehicles
Vertex Matrix vector
Services
Vector vector Crest capital Bridge ridge Optima harbor Delta Ridge Atlas Focus crest Catalyst crest Peak Vector Meridian
Technology
Oak pioneer
Owner & Executives
DAVEN SAMAMITTRAN SHARMA
Certified Financial Planner, Chief Compliance Officer, Managing Partner
- CRD
- #1865424
- Ownership
- 75% or more
(446) 827-2681
horizon.pathway@northcapital.com
in linkedin.com/in/prime-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,480,707 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,480,707 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,480,707
Public Funds:
48.6% Other:
38.2% Cash:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,899,402,181 | 48.6% |
| Other | $3,064,962,208 | 38.2% |
| Cash | $1,059,096,888 | 13.2% |
| Total | $8,023,461,277 | 100.0% |