$26.9M Total AUM
$26.9M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-2020
- Office Locations
- 1
Office Locations
-- Huntersville NC
About Abundant Advisors, LLC
Abundant Advisors, LLC is a Christian values-based RIA serving individuals and families who want their wealth managed as stewardship. The firm provides financial planning, faith-based investment management focused on low-cost, diversified portfolios, plus tax-efficient and estate-planning guidance to support legacy and charitable goals. Operates on the Altruist platform.
Team overview
-- AVG AGE
$26.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Leonard Marte
Chief Compliance Officer
- CRD
- #6762429
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,943,909 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,943,909 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing