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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-23-2021
- Office Locations
- 1
Office Locations
About Abundant Wealth Partners, LLC
Abundant Wealth Partners is an independent, fee-only boutique wealth manager focused on giving clients clear big-picture financial context and simplifying complex finances to support goals like retirement, estate planning, and charitable giving. The firm intentionally limits the number of families it serves to deliver concierge-level attention and long-term relationships. Portfolios skew toward ETFs and public funds, with custody at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 2 advisory representatives and 55 clients, or 27.5 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 12, 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
- Investment Themes
- Investment Vehicles
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Owner & Executives
AARON DAVID RITTER
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #5175154
- Ownership
- 75% or more
Kristen Ritter
ADVISOR, Financial Paraplanner
- CRD
- #7452824
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,568,433 | $670,456 |
| Non-Discretionary | $2,614,680 | $435,780 |
| Total | $103,183,113 | $661,430 |
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Separately Managed Accounts
SMA allocation detail is available
Abundant Wealth Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.