LP Profile

Abundance Wealth Counselors

Also known as abundance wealth counselors

Wealth ManagerState College, United StatesFounded 2001
$1.1B
Assets Under Management
State College
Headquarters
Investment Focus

About Abundance Wealth Counselors

Abundance Wealth Counselors is a wealth manager based in State College, US. Founded in 2001. Reported AUM: 1100 USD millions.

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Abundance Wealth Counselors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.6B
Total Clients
1,711
Filing Date
February 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Abundance Wealth Counselors?

Abundance Wealth Counselors is a wealth manager based in State College, United States, managing approximately $1.1B in assets.

Where is Abundance Wealth Counselors headquartered?

Abundance Wealth Counselors is headquartered in State College, United States.

How much does Abundance Wealth Counselors manage?

Abundance Wealth Counselors manages approximately $1.1B in assets under management.

When was Abundance Wealth Counselors founded?

Abundance Wealth Counselors was founded in 2001.

How can I contact Abundance Wealth Counselors?

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