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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $557.7K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DAVEN SAMAMITTRAN SHARMA
Certified Financial Planner, Chief Compliance Officer, Managing Partner
- CRD
- #1865424
- Ownership
- 75% or more
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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
SMA allocation detail is available
Abundance Advisers has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.