ABUNDO WEALTH
Latest filing: Mar 31, 2025 (95 days ago)
AUM
$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
9
12% change vs. 1 year ago
80% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HOUSTON, TX
3217 MONTROSE BLVD, HOUSTON, TX, UNITED STATES, 77006
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| OLIVIA LIMA | HOUSTON | TX | S66|2022-07-28 | ||||||
| RICHARD COOKE | HOUSTON | TX | S66|2015-07-02|S63|2014-12-16 | CERTIFIED FINANCIAL PLANNER | |||||
| DAMONDRICK JACK | HOUSTON | TX | S65|2024-03-04 | ||||||
| ERIC SIMONSON | HOUSTON | TX | S66|2007-11-26 | CERTIFIED FINANCIAL PLANNER | |||||
| CHRISTOPHER MAMULA | HOUSTON | TX | S65|2023-02-06 | ||||||
| JEREMY ZUKE | HOUSTON | TX | S65|2023-07-14 | ||||||
| MARGARET KLOKKENGA | HOUSTON | TX | S65|2012-12-11 | CERTIFIED FINANCIAL PLANNER | |||||
| ANDREW DRESSEL | HOUSTON | TX | S63|2013-07-25|S66|2013-08-20 | ||||||
| LORI BODENHAMER | HOUSTON | TX | S65|2022-03-18 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.0 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 8 | 1 | 12% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 6 | 3 | 50% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 5 | 4 | 80% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, CA-03/28/2022, MN-09/23/2021, NY-07/06/2022, SD-04/05/2023, TX-03/28/2022, UT-03/10/2023, WA-03/28/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV