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ABOUND WEALTH MANAGEMENT, LLC

FRANKLIN, TN · CRD 285903 · IAPD ↗ · 615-226-3667

$1.95BRegulatory AUM
26Advisory reps
41Employees
16Clients
More than 500Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — ABOUND WEALTH MANAGEMENT, LLC notice-filed in CO, IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2026 — ABOUND WEALTH MANAGEMENT, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — ABOUND WEALTH MANAGEMENT, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — ABOUND WEALTH MANAGEMENT, LLC reported RAUM up 40% ($1.39B -> $1.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
July 2025 — ABOUND WEALTH MANAGEMENT, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
June 2025 — ABOUND WEALTH MANAGEMENT, LLC notice-filed in KS, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — ABOUND WEALTH MANAGEMENT, LLC reported RAUM up 31% ($1.07B -> $1.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
March 2025 — ABOUND WEALTH MANAGEMENT, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
March 2024 — ABOUND WEALTH MANAGEMENT, LLC grew from 16 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2024 — ABOUND WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($787.2M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.