Data / Investment advisers / Pennsylvania / Abundance Wealth Counselors, LLC
Abundance Wealth Counselors, LLC, State College, PA: $1.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Abundance Wealth Counselors, LLC is an SEC registered investment adviser with its main office in State College, Pennsylvania and reports $1.6 billion in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include high net worth individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees. It advises 2 private funds.
The request: Watch Abundance Wealth Counselors, LLC (CRD number 111740): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 111740
- SEC file number
- 801-60373
- SEC status
- Approved, effective June 25, 2001
- Main office
- 232 Regent Court, State College, PA 16801
- Phone
- (814) 861-3810
- Regulatory AUM
- $1,564,033,885 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $1,564,033,885
- Accounts
- 1,711
- Employees
- 30, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $73,865,265
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 209 | $1.03 billion |
| Pension and profit sharing plans | 57 | $296.8 million |
| Corporations or other businesses | 13 | $90.6 million |
| Pooled investment vehicles | 2 | $77.6 million |
| Individuals (other than high net worth individuals) | 230 | $71.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.56 billion | February 23, 2026 |
| December 1, 2025 | $1.30 billion | June 27, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| FS Fund Advisor, LLC | Philadelphia | $1.63 billion | Not listed | adviserinfo.sec.gov |
| Compass Ion Advisors, LLC | Conshohocken | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Thrive Wealth Management, LLC | Audubon | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Inverness Graham Investments, Inc. | Wayne | $1.57 billion | 29 | adviserinfo.sec.gov |
| Brandywine Oak Private Wealth LLC | Kennett Square | $1.57 billion | Not listed | adviserinfo.sec.gov |
| Roble, Belko and Company, Inc. | Sewickley | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Alden Capital | Wayne | $1.52 billion | 1 | adviserinfo.sec.gov |
| Kintra Wealth, LLC | Williamsport | $1.50 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Abundance Wealth Counselors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.