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Abundant Wealth Strategies

Abundant Wealth Strategies. CRD 292295

Abundant Wealth Strategies logo

CRD: 292295

Abundant Wealth Strategies

LAS Vegas, NV, 89144
7028515858
www.abundantws.com
$78.9M Total AUM
$78.9M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Wells Fargo
Clients
Retail and Institutional
Platforms
Signal peakTimber capital
Established Date
06-06-2018
Office Locations
1

Office Locations

1140 N. Town Center Drive STE 270 LAS Vegas NV

About Abundant Wealth Strategies

Abundant Wealth Strategies is a Las Vegas-based boutique wealth advisory focused on generational planning and guiding clients through major life transitions. The firm emphasizes education-led advice and a disciplined planning process, providing financial planning and investment management including asset allocation across ETFs, mutual funds and fixed income, with insurance, tax and estate-planning coordination. Custodies include Charles Schwab and uses eMoney for planning.

Team overview

54 AVG AGE
$39.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Crest delta Fusion

Custodian

Catalyst legacy Frontier

Investment Themes

Value fusion Delta Timber catalyst Insight catalyst

Investment Vehicles

Bridge

Services

Glacier Summit optima Insight North peak Summit vital Value atlas Pathway Meridian Crest eagle Meridian North Timber

Technology

Meridian optima Alpha bridge

Owner & Executives

MELISSA COCO OCEAN

MELISSA COCO OCEAN

Chief Compliance Officer, Managing Member

CRD
#2312324
Ownership
75% or more
(934) 794-5741
optima.quantum@deltacapital.com
in linkedin.com/in/harbor-pioneer

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Contacts

B

Brian L Boehme

--

CRD
#7868272
(986) 406-7815
catalyst.alpha@momentumcapital.com
in linkedin.com/in/beacon-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $78,866,291 --
Non-Discretionary $0 --
Total $78,866,291 --

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Separately Managed Accounts

Total SMA Asset: $78,866,291

$78.9M Total SMA
Public Funds:
10.3%
Cash:
22.3%
Other:
37.6%
Equity - Exchange:
10.9%
Corporate - Investment Grade:
18.9%
Asset class Assets Assets %
Public Funds $784,950,639 10.3%
Cash $1,699,456,237 22.3%
Other $2,865,450,875 37.6%
Equity - Exchange $830,675,918 10.9%
Corporate - Investment Grade $1,440,346,317 18.9%
Total $7,620,879,986 100.0%

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