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Abound Wealth Management, LLC

● SEC registered since 2016CRD 285903SEC# 801-108697Franklin, TN
Export (members)
Reg. AUM
$1.39B
Employees
34
Accounts
4,104
Location
Franklin, TN

Abound Wealth Management, LLC assets under management

Abound Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Franklin, TN. The firm has been registered since 2016. It reports $1.4 billion in regulatory assets under management and employs 34 people.

Abound Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bo Barret Hanson ControlChief Compliance Officer, Member10-25%2016
John Brian Preston ControlMemberOver 75%2016

Frequently asked questions

How much does Abound Wealth Management, LLC manage?

Abound Wealth Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Abound Wealth Management, LLC have?

Abound Wealth Management, LLC reports 34 employees.

Where is Abound Wealth Management, LLC located?

Abound Wealth Management, LLC is based in Franklin, TN and has been SEC-registered since 2016.

Does Abound Wealth Management, LLC disclose fund performance?

Abound Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address317 Main Street, Suite 201, Franklin, TN 37064
Phone615-226-3667
Fax770-898-4979
Office hoursM - T: 7:30 a.m. - 4:30 p.m. Cst; Fri: 7:30 a.m. - 3:30 p.m. Cst
SEC regionAtlanta Regional Office (ARO)
CIK1950323
Discloses disciplinary historyNo

Assets under management

Discretionary$1.39B
Non-discretionary$0
Total (RAUM)$1.39B