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Building 2ABUNDANT WEALTH PARTNERS, LLC

Map pinSANTA BARBARA, CA
Phone805-451-9131
NotebookSEC #801-134612
Total AUM
$103.2M
Employees
2
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4961 LA GAMA WAY
SANTA BARBARA
CA 93111
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
805-451-9131

ReceiptFinancials

Total AUM
$103.2M
Accounts
156
Discretionary
$100.6M
Accounts
150
Non-Discretionary
$2.6M
Accounts
6

ContactClients

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Individual Clients
6
AUM
$3M
HNW Individual Clients
49
AUM
$99.7M
Charitable Organization Clients
1
AUM
$444.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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