Abundance Wealth Counselors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 2 private funds.
Abundance Wealth Counselors reports 511 clients. They include 230 individual clients, 209 high-net-worth individuals, and 57 pension and profit-sharing plans. Of its assets, 100.0% ($1.56B across 1,711 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 5% |
| High-net-worth individuals | 41% | 66% |
| Pooled investment vehicles | <1% | 5% |
| Pension and profit-sharing plans | 11% | 19% |
| Corporations and other businesses | 3% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 230 | $71.9M | 4.6% | $313K |
| High-net-worth individuals | 209 | $1.03B | 65.7% | $4.91M |
| Pooled investment vehicles | 2 | $77.6M | 5.0% | $38.8M |
| Pension and profit-sharing plans | 57 | $297M | 19.0% | $5.21M |
| Corporations and other businesses | 13 | $90.6M | 5.8% | $6.97M |
| Total | 511 | $1.56B | 100% | $3.06M |
- Clients
- 230
- Regulatory AUM
- $71.9M
- AUM share
- 4.6%
- Avg. per client
- $313K
- Clients
- 209
- Regulatory AUM
- $1.03B
- AUM share
- 65.7%
- Avg. per client
- $4.91M
- Clients
- 2
- Regulatory AUM
- $77.6M
- AUM share
- 5.0%
- Avg. per client
- $38.8M
- Clients
- 57
- Regulatory AUM
- $297M
- AUM share
- 19.0%
- Avg. per client
- $5.21M
- Clients
- 13
- Regulatory AUM
- $90.6M
- AUM share
- 5.8%
- Avg. per client
- $6.97M
Total
- Clients
- 511
- Regulatory AUM
- $1.56B
- AUM share
- 100%
- Avg. per client
- $3.06M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 26–50
Abundance Wealth Counselors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Services
- Fees range from 0.20% to 1.00% of plan assets, depending on services and plan size; platform, attorney and TPA fees are extra.
Richard Defluri Irrevocable Trust owns 75% or more of Abundance Wealth Counselors. The leadership team of Abundance Wealth Counselors includes Chief Compliance Officer Ryan Ohlson. It has 30 employees, 12 of them in advisory roles.
Staff
- 30 employees
- 12 in advisory functions
- 10 state-registered reps
- 6 insurance agents
- Owns 75% or more of Abundance Wealth Counselors, LLC
Richard Defluri Irrevocable Trust
Control person · since December 2021
Blake Defluri
Trustee · since December 2021
Abundance Wealth Counselors’ regulatory assets grew 1.7× from $936M (July 2021) to $1.56B (October 2026); clients rose from 406 to 511 and employees from 20 to 30.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Oct 2026October 2026 | $1.56B | 511 | 30 | 1 |
| Jun 2025June 2025 | $1.3B | 473 | 26 | 1 |
| Apr 2024April 2024 | $1.19B | 457 | 26 | 1 |
| Jul 2023July 2023 | $1.07B | 470 | 26 | 1 |
| Mar 2022March 2022 | $1.11B | 400 | 18 | 1 |
| Jul 2021July 2021 | $936M | 406 | 20 | 1 |
Besides its headquarters, Abundance Wealth Counselors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 232 Regent Court, State CollegeHQ
Contact and registration details
- Legal name
- Abundance Wealth Counselors, LLC
- Headquarters
- 232 Regent Court, State College, PA 16801
- Website
- abundancellc.com
- Phone
- 814-861-3810
- @abundance-wealth-counselors
- SEC file
- 801-60373
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Abundance Wealth Counselors’ named custodian for separately managed accounts is Fidelity ($1.06B). Abundance Wealth Counselors has custody of $77.6M for 2 clients.
- FidelityFidelity Investments · Boston, MA · $1.06B100%
At year end, Abundance Wealth Counselors’ separately managed accounts were mostly in funds (72%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.54B across 317 positions; the largest are iShares TR (17.7%), Purecycle Technologies Inc. (13.3%) and Blackrock ETF Trust (6.6%).
What the accounts hold
- Stocks23%
- Exchange-traded equities19%
- Non-exchange-traded equities4%
- Funds72%
- Registered funds63%
- Pooled vehicles9%
- Cash4%
- Other1%
- Cds, cryptocurrency, precious metals, reinsurance underwriting income, retirement plan loan (tracking)1%
How many clients does Abundance Wealth Counselors have?
Abundance Wealth Counselors has 511 clients and manages $1.56 billion for them, as of October 2026. They include 230 individual clients, 209 high-net-worth individuals, and 57 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Abundance Wealth Counselors offer?
Abundance Wealth Counselors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Abundance Wealth Counselors use?
Abundance Wealth Counselors’ separately managed account assets are held at Fidelity Investments (Boston, MA), with $1.06B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Abundance Wealth Counselors have?
Abundance Wealth Counselors has 10 investment adviser representatives registered with state securities authorities, out of 30 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Abundance Wealth Counselors invest in?
At the end of its last fiscal year, Abundance Wealth Counselors’ separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 9% pooled vehicles (private funds and similar), 4% non-exchange-traded equities, 4% cash and equivalents and 1% other. The 1% other category is described as: CDS, Cryptocurrency, Precious Metals, Reinsurance Underwriting Income, Retirement Plan Loan (Tracking). It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Abundance Wealth Counselors?
Abundance Wealth Counselors’ direct owner is Richard Defluri Irrevocable Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Abundance Wealth Counselors get paid?
Abundance Wealth Counselors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Abundance Wealth Counselors?
Abundance Wealth Counselors’ main office is at 232 Regent Court, State College, PA 16801. Its phone number is 814-861-3810. Its website is abundancellc.com.