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ABUNDANCE WEALTH COUNSELORS, LLC
CRD 111740File 801-60373
APPROVED
Retail clients
Custody
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.56B
Above cohort median (national)
Discretionary AUM
$1.56B
Clients
511
1,711 accounts
Employees
30
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
- HTTP://WWW.ABUNDANCELLC.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 26 | 30 | increased by4 |
| Mar 1, 2026 | Clients | 473 | 511 | increased by38 |
| Mar 1, 2026 | AUM | $1,299,669,773 | $1,564,033,885 | increased by$264,364,112 |
| Mar 1, 2026 | Accounts | 1,725 | 1,711 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 26 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 400 | 473 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,109,254,723 | $1,299,669,773 | increased by$190,415,050 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,310 | 1,725 | increased by415 |
| Mar 1, 2022 | Employees | 20 | 18 | decreased by2 |
| Mar 1, 2022 | Clients | 406 | 400 | decreased by6 |
| Mar 1, 2022 | AUM | $936,069,966 | $1,109,254,723 | increased by$173,184,757 |
| Mar 1, 2022 | Accounts | 1,161 | 1,310 | increased by149 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ABUNDANCE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABUNDANCE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.