ABUNDANCE WEALTH COUNSELORS, LLC

CRD 111740File 801-60373

APPROVED

Retail clients

Custody

Filing as of Feb 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.56B

Above cohort median (national)

Discretionary AUM

$1.56B

Clients

511

1,711 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 25, 2001
Principal office: 232 REGENT COURT, STATE COLLEGE, PA, 16801
Phone: 814.861.3810
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/ABUNDANCE-WEALTH-COUNSELORS/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.56B
Discretionary AUM: $1.56B
Non-discretionary AUM: $0
Discretionary accounts: 1,711
Non-discretionary accounts: 0
Total accounts: 1,711
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$90.6M
High net worth individuals	209	$1.03B
Pooled investment vehicles	2	$77.6M
Pension and profit sharing plans	57	$296.8M
Individuals (other than high net worth individuals)	230	$71.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.