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ABOUND WEALTH MANAGEMENT, LLC

317 Main Street
Suite 201
Franklin, Tennessee 37064
Tel: 615-226-3667

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About ABOUND WEALTH MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#285903
SEC#801-108697
Assets Managed by Firm$1,065,305,770
No. of Clients3513
No. of Advisors31

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (FEES FOR SPEAKING ENGAGEMENTS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total3513$1,065,305,770
Individuals (other than high net worth individuals)254$196,677,663
High net worth individuals366$868,628,107

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