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ABOUND WEALTH MANAGEMENT, LLC
ABOUND WEALTH MANAGEMENT, LLC (CRD# 285903) is an SEC-Registered Investment Advisor (RIA), headquartered in Franklin, TN. The SEC approved the firm to operate as an RIA in Nov 2016. In Feb 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $179.2 Million, and has discretion over 91% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
ABOUND WEALTH MANAGEMENT, LLC also reported in Feb 2018:
  • 7 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ABOUND WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View ABOUND WEALTH MANAGEMENT, LLC's most recent Form ADV filing
 


ABOUND WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: CA-Jan 2017, FL-Jan 2017, GA-Jan 2017, MD-Jan 2017, NE-Feb 2017 , NH-Jan 2017, TN-Jan 2017, TX-Jan 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.