| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Defluri Irrevocable Trust Control | Member | Over 75% | 2021 |
| Ryan Ohlson | Chief Compliance Officer | Under 5% | 2025 |
| Blake Justin Defluri | Trustee | — | 2021 |
Abundance Wealth Counselors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Abundance Wealth Counselors, LLC reports 26 employees.
Abundance Wealth Counselors, LLC is based in State College, PA and has been SEC-registered since 2001.
Abundance Wealth Counselors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 232 Regent Court, State College, PA 16801 |
| Phone | 814.861.3810 |
| Fax | 814.861.3811 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.3B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.3B |