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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.
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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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Unlock allAssets Under Management
| 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
Total SMA Asset: $103,183,113
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,472,280,523 | 17.0% |
| Public Funds | $1,775,397,101 | 20.5% |
| Cash | $1,030,596,366 | 11.9% |
| U.S. Government/Agency | $2,805,993,467 | 32.4% |
| Municipal Bonds | $1,576,206,207 | 18.2% |
| Total | $8,660,473,664 | 100.0% |