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ABUNDO WEALTH

HOUSTON, TX · CRD 304612 · IAPD ↗ · 612-502-5806

$0Regulatory AUM
13Advisory reps
15Employees
695Clients
More than 500Planning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — ABUNDO WEALTH notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2026 — ABUNDO WEALTH notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
July 2026 — ABUNDO WEALTH notice-filed in ID, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2026 — ABUNDO WEALTH notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2026 — ABUNDO WEALTH notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — ABUNDO WEALTH added office(s): 0 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
February 2026 — ABUNDO WEALTH notice-filed in AZ, CA, DC, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — ABUNDO WEALTH notice-filed in CO, GA, IN, MO, NE, NH, OH, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — ABUNDO WEALTH grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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