$1.6B Total AUM
$1.6B Disc. AUM
-- 3Y CAGR
30 Employees
511 ADV. Clients
24 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Element horizon
- Established Date
- 06-25-2001
- Office Locations
- 1
Office Locations
232 Regent Court State College PA
About Abundance Wealth Counselors, LLC
Abundance Wealth Counselors is a State College, PA wealth advisory firm delivering a bespoke planning experience for families and individuals, including investment management, family office support and retirement planning. The team builds diversified portfolios tailored to client risk tolerance and changing economic conditions, with custody through Fidelity/NFS (and Interactive Brokers).
Team overview
42 AVG AGE
$130.3M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
6.5 yrs AVG TENURE
30 Employees
12 Advisory Reps
10 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Vector Quantum Prime Summit Pathway beacon Value
Investment Themes
Glacier Ridge legacy
Investment Vehicles
Matrix Radial
Platform
Crest capital
Services
Pioneer Wave focus Atlas Quantum matrix Wave matrix Legacy alpha Signal Fusion Fusion value Ember value
Technology
Prime
Owner & Executives
R
RYAN OHLSON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(769) 564-2747
wave.legacy@insightcapital.com
in linkedin.com/in/quantum-vertex
Showing 1 of 1 owners & executives
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GEOFFREY PATRICK CABER
Co-founder, PARTNER
- CRD
- #2294747
(400) 887-8174
ridge.bridge@focuscapital.com
in linkedin.com/in/insight-element
T
Toner Shaw Corl
Retirement Plan Advisor
- CRD
- #7717382
(811) 849-3047
vertex.unison@momentumcapital.com
in linkedin.com/in/catalyst-wave
R
Ridge fusion
Atlas bridge crest
- CRD
- #24424
(882) 682-6911
unison.value@insightcapital.com
in linkedin.com/in/eagle-horizon
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,564,033,885 | $914,105 |
| Non-Discretionary | $0 | -- |
| Total | $1,564,033,885 | $914,105 |
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Separately Managed Accounts
Total SMA Asset: $1,486,402,315
Public Funds:
10.3% Equity - Exchange:
28.5% Private Funds:
7.3% Cash:
9.5% Equity - OTC:
15.2% Other:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $460,095,918 | 10.3% |
| Equity - Exchange | $1,273,080,938 | 28.5% |
| Private Funds | $326,087,398 | 7.3% |
| Cash | $424,360,313 | 9.5% |
| Equity - OTC | $678,976,500 | 15.2% |
| Other | $1,304,349,592 | 29.2% |
| Total | $4,466,950,659 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL VALUE | CAPITAL CAPITAL | PF7YYDZ40 | SMKP | 5.22% | $10,372,901 |
| PEAK MERIDIAN | OAK MATRIX | LWKTW14GT | ZCZU | 11.96% | $112,714,580 |
| FRONTIER WAVE | CAPITAL PATHWAY | QS4YZM9ZF | RHL | 6.09% | $118,930,598 |
| MOMENTUM VECTOR CAPITAL | LEGACY ELEMENT | B87GADEO2 | TTO | 2.39% | $37,706,268 |
| MERIDIAN CAPITAL | MOMENTUM PEAK | 23R0EQ23P | ZGI | 12.35% | $70,589,412 |
| CATALYST MERIDIAN LEGACY | PATHWAY PEAK | P0UCRC6LZ | YRN | 11.87% | $59,244,328 |
| QUANTUM PATHWAY | EMBER QUANTUM | NC6OT0GKN | XTHTM | 10.76% | $75,688,112 |
| CATALYST WAVE VALUE | ATLAS PEAK | ZZZ4I10JZ | YAZG | 11.15% | $27,818,424 |