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Building 2ABUNDANT WEALTH MANAGEMENT LLC

Map pinSTAMFORD, CT
Phone203-661-3441
NotebookSEC #801-133707
Total AUM
$243.8M
Employees
4
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 CANAL STREET
SERENDIPITY LABS
STAMFORD
CT 06902
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
203-661-3441

ReceiptFinancials

Total AUM
$243.8M
Accounts
187
Discretionary
$243.8M
Accounts
187
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
174
AUM
$73.1M
HNW Individual Clients
13
AUM
$170.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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