CRD: 337489
Countryside Financial LLC
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- Custodian
- Fidelity/NFS · Jackson National Life
- Clients
- Retail
- Platforms
- Vertex
- Established Date
- 08-05-2025
- Office Locations
- 1
Office Locations
About Countryside Financial LLC
Countryside Financial LLC is a private wealth management firm led by CFP® professional Abbey Gwin, operating as a fiduciary. The team provides financial planning and portfolio construction support across life stages—retirement planning, tax and estate planning, and insurance. Investment implementation commonly uses ETFs and mutual funds and may include fixed income and annuity solutions. The firm deliberately limits new client engagements each year to maintain service depth.
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Investment Themes
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Owner & Executives
ABBEY GWIN
Chief Compliance Officer, Owner
- CRD
- #5396991
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Trevor Cahill
--
- CRD
- #7634605
Patrick D Sheelar
--
- CRD
- #7780116
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,236,814 | $136,381 |
| Non-Discretionary | $0 | -- |
| Total | $73,236,814 | $136,381 |
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Separately Managed Accounts
Total SMA Asset: $73,236,814
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,073,009,609 | 27.0% |
| Equity - Exchange | $644,936,323 | 8.4% |
| Other | $1,243,805,765 | 16.2% |
| Cash | $2,694,912,491 | 35.1% |
| Equity - OTC | $1,021,149,178 | 13.3% |
| Total | $7,677,813,366 | 100.0% |