Data / Investment advisers / Connecticut / Abundant Wealth Management LLC
Abundant Wealth Management LLC, Stamford, CT: $244 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Abundant Wealth Management LLC is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $244 million in regulatory assets under management in its Form ADV filed April 23, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Abundant Wealth Management LLC (CRD number 331285): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 331285
- SEC file number
- 801-133707
- SEC status
- Approved, effective June 18, 2025
- Main office
- 700 Canal Street Serendipity Labs, Stamford, CT 06902
- Phone
- (203) 661-3441
- Regulatory AUM
- $243,812,650 in the Form ADV filed April 23, 2026
- Discretionary AUM
- $243,812,650
- Accounts
- 187
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 23, 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 | 13 | $170.7 million |
| Individuals (other than high net worth individuals) | 174 | $73.1 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 |
|---|---|---|
| April 1, 2026 | $243.8 million | March 10, 2026 |
| December 1, 2025 | $233.1 million | September 11, 2025 |
Other advisers in Stamford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Triveni Capital Investments LP | Stamford | $300.9 million | 1 | adviserinfo.sec.gov |
| Hamilton Robinson LLC | Stamford | $292.4 million | 6 | adviserinfo.sec.gov |
| Baypointe Partners, LLC | Stamford | $270.5 million | Not listed | adviserinfo.sec.gov |
| Dayah Capital LLC | Stamford | $264.8 million | 2 | adviserinfo.sec.gov |
| JC Capital Advisors Group LLC | Stamford | $263 million | Not listed | adviserinfo.sec.gov |
| New China Capital Management Corp. | Stamford | $233.7 million | 2 | adviserinfo.sec.gov |
| Twin Lions Management | Stamford | $215.9 million | 3 | adviserinfo.sec.gov |
| Blue Door Asset Management, LLC | Stamford | $187 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Stamford, CT
- Investment advisers in Connecticut
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Abundant Wealth Management 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.