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Bountiful Investment Management LLC

● SEC registered since 2024CRD 281437SEC# 801-129843Rumford, RI
Export (members)
Reg. AUM
$131.3M
Employees
2
Accounts
956
Location
Rumford, RI

Bountiful Investment Management LLC assets under management

Bountiful Investment Management LLC is an investment advisory firm registered with the SEC based in Rumford, RI. The firm has been registered since 2024. It reports $131.3 million in regulatory assets under management and employs 2 people.

Bountiful Investment Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Joshua Jon Wells ControlManaging MemberOver 75%2015
Manuel Raposa Rezendes ControlMember And Chief Compliance Officer10-25%2015

Frequently asked questions

How much does Bountiful Investment Management LLC manage?

Bountiful Investment Management LLC reports $131.3 million in regulatory assets under management on its Form ADV.

How many employees does Bountiful Investment Management LLC have?

Bountiful Investment Management LLC reports 2 employees.

Where is Bountiful Investment Management LLC located?

Bountiful Investment Management LLC is based in Rumford, RI and has been SEC-registered since 2024.

Does Bountiful Investment Management LLC disclose fund performance?

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

Contact & registration

Address225 Newman Ave, Suite 303, Rumford, RI 02916
Phone401-305-2626
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary
Non-discretionary$131.3M
Total (RAUM)$131.3M