317 Main Street
Suite 201
Franklin, Tennessee 37064
Tel: 615-226-3667
ABOUND WEALTH MANAGEMENT, LLC, formally registered with the SEC as ABOUND WEALTH MANAGEMENT, LLC. The firm was established in 11/23/2016. They have over 1 offices throughout the country.
ABOUND WEALTH MANAGEMENT, LLC is a Franklin, Tennessee based Financial Planning firm with nearly $1,065,305,770 assets under management, offering retirement planning & investment advisory services to 3513 clients. The firm is staffed with 31 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285903 |
SEC# | 801-108697 |
Assets Managed by Firm | $1,065,305,770 |
No. of Clients | 3513 |
No. of Advisors | 31 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3513 | $1,065,305,770 |
Individuals (other than high net worth individuals) | 254 | $196,677,663 |
High net worth individuals | 366 | $868,628,107 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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