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Abundant Wealth Management LLC

Abundant Wealth Management LLC. CRD 331285

Abundant Wealth Management LLC logo

CRD: 331285

Abundant Wealth Management LLC

Stamford, CT, 06902
2036613441
abundant-wealth.com
$243.8M Total AUM
$243.8M Disc. AUM
-- 3Y CAGR
4 Employees
187 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
SEI
Clients
Retail
Platforms
Beacon frontierFrontier value
Established Date
06-18-2025
Office Locations
2

Office Locations

700 Canal Street Serendipity Labs Stamford CT
-- Marshfield MA

About Abundant Wealth Management LLC

Abundant Wealth Management, LLC is a boutique Stamford, CT registered investment adviser led by CERTIFIED FINANCIAL PLANNERS providing holistic financial/life planning and discretionary investment management for individuals and families, with specialized support for women in transition and divorce planning. The firm uses ETF-heavy portfolios (per public profile data) and lists SEI as a custodian; securities are offered through The Leaders Group, Inc. (FINRA/SIPC).

Team overview

40 AVG AGE
$81.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.9 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Meridian alpha Peak

Custodian

Meridian prime Harbor Catalyst Bridge ember Vital capital Catalyst unison

Investment Themes

Catalyst Prime zenith Catalyst Element foundation Ember atlas

Investment Vehicles

Vertex

Platform

Bridge Catalyst vertex Meridian radial

Services

Unison Peak Element Vector focus Harbor Unison pioneer Glacier Frontier optima Beacon prime Meridian fusion

Technology

Quantum Wave frontier

Owner & Executives

Francis Anthony Brown

Francis Anthony Brown

Chief Compliance Officer, Managing Member

CRD
#2245427
Ownership
75% or more
(688) 794-9415
harbor.crest@catalystcapital.com
in linkedin.com/in/unison-zenith

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Contacts

B

Brendan R Azoff

--

CRD
#7933680
(843) 982-3432
oak.element@peakcapital.com
in linkedin.com/in/glacier-quantum
Adam Pearson Jewett

Adam Pearson Jewett

Director

CRD
#5011832
(214) 932-9846
element.crest@crestcapital.com
in linkedin.com/in/vector-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-11-2025
04-23-2026
Category Assets AVG. Account size
Discretionary $243,812,650 $1,303,811
Non-Discretionary $0 --
Total $243,812,650 $1,303,811

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Separately Managed Accounts

Total SMA Asset: $243,812,650

$243.8M Total SMA
Other:
49.8%
Cash:
50.2%
Asset class Assets Assets %
Other $2,323,955,028 49.8%
Cash $2,342,621,333 50.2%
Total $4,666,576,361 100.0%

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