Abundant Wealth Management provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, education planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Abundant Wealth Management reports 187 clients. They include 174 individual clients and 13 high-net-worth individuals. Of its assets, 100.0% ($244M across 187 accounts) are managed with discretion. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 30% |
| High-net-worth individuals | 7% | 70% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 174 | $73.1M | 30.0% | $420K |
| High-net-worth individuals | 13 | $171M | 70.0% | $13.1M |
| Total | 187 | $244M | 100% | $1.3M |
- Clients
- 174
- Regulatory AUM
- $73.1M
- AUM share
- 30.0%
- Avg. per client
- $420K
- Clients
- 13
- Regulatory AUM
- $171M
- AUM share
- 70.0%
- Avg. per client
- $13.1M
Total
- Clients
- 187
- Regulatory AUM
- $244M
- AUM share
- 100%
- Avg. per client
- $1.3M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Abundant Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are a negotiated fixed fee of $750 to $5,000 or a negotiated hourly fee of $250 to $350, with 50% paid in advance.
Francis Brown owns 75% or more of Abundant Wealth Management. The leadership team of Abundant Wealth Management includes Chief Compliance Officer Francis Brown. It has 4 employees, 3 of them in advisory roles.
Leadership
- Francis BrownManaging Member and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Abundant Wealth Management LLC
Francis Brown
Control person · since April 2018
Abundant Wealth Management’s regulatory assets grew Infinity× from $0 (July 2025) to $244M (April 2026); employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $244M | 187 | 4 | 1 |
| July 2025 | $0 | 0 | 3 | 1 |
Besides its headquarters, Abundant Wealth Management has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 700 Canal Street, Serendipity Labs, StamfordHQ
Contact and registration details
- Legal name
- Abundant Wealth Management LLC
- Headquarters
- 700 Canal Street, Serendipity Labs, Stamford, CT 06902
- Website
- abundantwealthmanagement.com
- Phone
- 203-661-3441
- @101776726
- SEC file
- 801-133707
- Founded
- 2018
- Structure
- Connecticut LLC
- Fiscal year end
- December
Abundant Wealth Management uses SEI Investments Distribution ($239M) as custodian for its separately managed accounts. Abundant Wealth Management does not have custody of client assets.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $239M100%
What the accounts hold
- Cash5%
- Other95%
- Domestic equities domestic and int'l fixed income int'l equities emerging market equities.95%
How many clients does Abundant Wealth Management have?
Abundant Wealth Management has 187 clients and manages $244 million for them, as of April 2026. They include 174 individual clients and 13 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026
What services does Abundant Wealth Management offer?
Abundant Wealth Management provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Abundant Wealth Management charge?
Abundant Wealth Management charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - ABUNDANT WEALTH MANAGEMENT LLC, filed 10 March 2026
Which custodians does Abundant Wealth Management use?
Abundant Wealth Management’s separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $239M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026
How many financial advisors does Abundant Wealth Management have?
Abundant Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 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 Abundant Wealth Management invest in?
At the end of its last fiscal year, Abundant Wealth Management’s separately managed accounts held 95% other and 5% cash and equivalents. The 95% other category is described as: Domestic Equities Domestic and Int'L Fixed Income Int'L Equities Emerging Market Equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Abundant Wealth Management?
Abundant Wealth Management’s direct owner is Francis Brown (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 April 2026
How does Abundant Wealth Management get paid?
Abundant Wealth Management is paid through a percentage of assets under management, hourly charges 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 Abundant Wealth Management?
Abundant Wealth Management’s main office is at 700 Canal Street, Serendipity Labs, Stamford, CT 06902. Its phone number is 203-661-3441. Its website is abundantwealthmanagement.com.