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Plentiful Wealth, LLC

Plentiful Wealth, LLC. CRD 312250

Plentiful Wealth, LLC logo

CRD: 312250

Plentiful Wealth, LLC

Louisville, KY, 40202
6067750246
www.plentifulwealth.com
$44.7M Total AUM
$44.7M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · Merrill Lynch
Clients
Retail and Institutional
Platforms
VectorVital
Established Date
03-16-2021
Office Locations
1

Office Locations

125 S 6TH Street STE 301 Louisville KY

About Plentiful Wealth, LLC

Plentiful Wealth is a Kentucky-based OCIO and investment consulting firm focused on nonprofits, helping boards steward reserves and long-term portfolios with simple, transparent fees (no commissions or hidden investment charges). The firm emphasizes radical transparency around strategy and costs and works to build client capacity, including pro bono support for smaller organizations, with a stated goal of reducing nonprofit fees by $1M annually by 2028.

Team overview

30 AVG AGE
$44.7M AVG AUM / ADVISOR
$558.4K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Foundation Prime Ridge element Ember meridian Vital Oak zenith

Client Personas

Frontier

CRM

Atlas insight

Custodian

Radial bridge Element Prime fusion Timber prime North ridge

Investment Themes

Beacon harbor Frontier pioneer Frontier Crest quantum Eagle focus Atlas zenith Vector

Investment Vehicles

Element Timber

Platform

Ridge Unison

Services

Foundation zenith Vector Peak Value peak Bridge Delta north Vector

Technology

Signal radial Frontier

Owner & Executives

Jeb Austin Jarrell

Jeb Austin Jarrell

Chief Compliance Officer, Principal

CRD
#6362574
Ownership
75% or more
(685) 544-3472
bridge.peak@peakcapital.com
in linkedin.com/in/vector-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $44,674,596 --
Non-Discretionary $0 --
Total $44,674,596 --

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Separately Managed Accounts

Total SMA Asset: $44,674,596

$44.7M Total SMA
Public Funds:
15.8%
Equity - Exchange:
18.2%
Cash:
19.7%
Corporate - Investment Grade:
18.7%
Municipal Bonds:
8.2%
U.S. Government/Agency:
19.4%
Asset class Assets Assets %
Public Funds $434,696,598 15.8%
Equity - Exchange $500,726,461 18.2%
Cash $541,995,126 19.7%
Corporate - Investment Grade $514,482,683 18.7%
Municipal Bonds $225,602,032 8.2%
U.S. Government/Agency $533,741,393 19.4%
Total $2,751,244,293 100.0%

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