Abundant Wealth Management LLC

EST. AUM
$243,812,650

CONTACTS
3

CLIENT ACCOUNTS
187

Firm Details

Metro area Stamford
CRD Number 331285
Website abundant-wealth.com
Client types

Overview

Abundant Wealth Management LLC (AWMLLC) is a Connecticut-based Registered Investment Advisor (RIA) founded in April 2018 and owned by Francis Anthony Brown. The firm provides comprehensive portfolio management and financial planning services designed to align with each client’s unique goals, risk tolerance, and time horizon. At the core of AWMLLC’s approach is a commitment to fiduciary responsibility, fairness, and individualized attention. The firm constructs tailored Investment Policy Statements, develops disciplined asset allocation strategies, and performs continuous portfolio monitoring. In addition to investment management, AWMLLC offers standalone financial planning and publishes a bi-weekly newsletter, “Advisor Stream,” as a value-add for clients. AWMLLC maintains a high standard of care and transparency, particularly for retirement accounts, in compliance with ERISA and the Investment Advisers Act of 1940.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Abundant Wealth Management LLC

Platform Details

Investment Preferences

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Address

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