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ABOUND WEALTH MANAGEMENT, LLC
CRD 285903File 801-108697
APPROVED
Retail clients
Custody
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.95B
Top 25% of cohort (national)
Discretionary AUM
$1.95B
Clients
936
5,040 accounts
Employees
41
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 23, 2016
- Principal office
- 317 MAIN STREET, SUITE 201, FRANKLIN, TN, 37064
- Phone
- 615-226-3667
- Website
- HTTP://WWW.ABOUNDWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.95B
- Discretionary AUM
- $1.95B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,040
- Non-discretionary accounts
- 0
- Total accounts
- 5,040
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 640 | $1.75B |
| Pension and profit sharing plans | 22 | $5.3M |
| Individuals (other than high net worth individuals) | 274 | $193.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 34 | 41 | increased by7 |
| Apr 1, 2026 | Clients | 733 | 936 | increased by203 |
| Apr 1, 2026 | AUM | $1,391,082,443 | $1,948,433,647 | increased by$557,351,204 |
| Apr 1, 2026 | Accounts | 4,104 | 5,040 | increased by936 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 34 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 432 | 733 | increased by301 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $791,395,172 | $1,391,082,443 | increased by$599,687,271 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,390 | 4,104 | increased by1,714 |
| Apr 1, 2022 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2022 | Clients | 334 | 432 | increased by98 |
| Apr 1, 2022 | AUM | $501,389,576 | $791,395,172 | increased by$290,005,596 |
| Apr 1, 2022 | Accounts | 1,862 | 2,390 | increased by528 |
| Feb 1, 2022 | Employees | 16 | 18 | increased by2 |
| 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 “ABOUND WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABOUND 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.