$160.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
565 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 09-08-2015
- Office Locations
- 1
Office Locations
225 Newman AVE Suite 303 Rumford RI
About Bountiful Investment Management LLC
Bountiful Investment Management is a boutique RI RIA serving retail clients with investment advisory and retirement portfolio guidance, focusing on helping clients understand options and match portfolio risk to goals. Portfolios are primarily ETF-based with complementary fixed-income exposure. The team offers in-person or virtual meetings and works with major custodians such as Schwab and Fidelity.
Team overview
-- AVG AGE
$53.5M AVG AUM / ADVISOR
$284.1K AVG AUM / CLIENT
4.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Alpha meridian Matrix catalyst Vector
Client Personas
Vector
Investment Themes
Foundation Matrix
Investment Vehicles
Pathway
Services
Beacon eagle Foundation Atlas Catalyst Timber Momentum Signal ember Bridge fusion Capital oak Delta
Technology
Value
Owner & Executives
J
JOSHUA JON WELLS
Financial Advisor, Managing Member
- CRD
- #4498004
- Ownership
- 75% or more
(271) 377-9714
summit.delta@focuscapital.com
in linkedin.com/in/pioneer-ember
MANUEL RAPOSA REZENDES
Chief Compliance Officer, Partner
- CRD
- #4617575
- Ownership
- 10% but less than 25%
(803) 740-7057
north.oak@valuecapital.com
in linkedin.com/in/delta-value
Showing 2 of 2 owners & executives
Unlock allContacts
M
Michael Robert Ferrie
--
- CRD
- #7761181
(964) 522-4923
insight.focus@meridiancapital.com
in linkedin.com/in/unison-element
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $160,517,879 | $148,628 |
| Total | $160,517,879 | $148,628 |
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Separately Managed Accounts
Total SMA Asset: $160,517,879
Equity - Exchange:
29.0% Corporate - Investment Grade:
21.9% Cash:
30.7% Public Funds:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,374,393,130 | 29.0% |
| Corporate - Investment Grade | $1,793,076,191 | 21.9% |
| Cash | $2,513,581,693 | 30.7% |
| Public Funds | $1,506,511,504 | 18.4% |
| Total | $8,187,562,518 | 100.0% |