A
CRD: 329268
Abundit Wealth
SAN Jose, CA, 95125
6692885508
$23.8M Total AUM
$23.7M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-13-2024
- Office Locations
- 1
Office Locations
1226 Lincoln AVE Suite 200 SAN Jose CA
About Abundit Wealth
Abundit Wealth is a SAN Jose-based RIA. The firm has been operating for 2 years. Managing $23.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
58 AVG AGE
$23.8M AVG AUM / ADVISOR
$989.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Delta momentum
Investment Themes
Catalyst timber Ridge alpha
Investment Vehicles
Unison
Services
Vertex vertex Frontier zenith Glacier Momentum Pathway glacier Harbor pathway Summit vertex Pathway Matrix value Element Summit horizon
Owner & Executives
BRENDA LEIGH FRIEDERICH
Chief Compliance Officer, Chief Executive Officer, Wealth Manager
- CRD
- #4630119
- Ownership
- 75% or more
(946) 483-3318
wave.wave@peakcapital.com
in linkedin.com/in/ridge-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,716,329 | -- |
| Non-Discretionary | $39,914 | -- |
| Total | $23,756,243 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,756,243
Public Funds:
40.0% Equity - Exchange:
17.8% Cash:
42.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,024,499,846 | 40.0% |
| Equity - Exchange | $900,902,431 | 17.8% |
| Cash | $2,135,847,337 | 42.2% |
| Total | $5,061,249,614 | 100.0% |