Abundance Wealth Counselors, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 511
- Avg AUM / client
- $3.1M
- Accounts
- 1,711
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 230 | $71.9M | 4.6% |
| High net worth individuals | 209 | $1.0B | 65.7% |
| Pooled investment vehicles (non-investment companies) | 2 | $77.6M | 4.96% |
| Pension and profit sharing plans | 57 | $297M | 19.0% |
| Corporations and other businesses | 13 | $90.6M | 5.79% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $73.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Foundation Premium Income Fund, Lp | Hedge Fund | Delaware | $55.6M | 98 |
| Foundation Green Income Fund Lp | Hedge Fund | Delaware | $17.6M | 30 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| University Orthopedics Center, Ltd. Retirement Plan University Orthopedics Center, Ltd. | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lauren Gail Gretchen | Chief Compliance Officer | Sep 2019 (7y) | Less than 5% | |
| Defluri, Blake, Justin | Trustee | Dec 2021 (5y) | GP / trustee / elected manager of Richard Defluri Irrevocable Trust (indirect) | |
| Richard Frank Defluri | Registered representative | Sep 2001 (25y) | ||
| Jamie Lee Felker | Registered representative | Mar 2012 (14y) | ||
| John James Schaffer | Registered representative | Nov 2014 (12y) | ||
| Ann Leslie Mallison | Registered representative | Nov 2019 (7y) | ||
| Aaron R Krasney | Registered representative | CFP | Aug 2020 (6y) | |
| Sean Walker | Registered representative | Jul 2021 (5y) | ||
| Derek Wade Varner | Registered representative | CFA | Aug 2022 (4y) | |
| Geoffrey Patrick Caber | Registered representative | Aug 2022 (4y) | ||
| Martin Anthony Wildy | Registered representative | CFA | Aug 2022 (4y) | |
| Toner Shaw Corl | Registered representative | Jun 2024 (2y) | ||
| Matthew Mc Gloin | Registered representative | Dec 2025 (1y) | ||
| Aaron Michael Huey | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Richard Defluri Irrevocable Trust | Member | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $73.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Foundation Premium Income Fund, Lp | Hedge Fund | $55.6M | $250K | 98 |
| Foundation Green Income Fund Lp | Hedge Fund | $17.6M | $250K | 30 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| University Orthopedics Center, Ltd. Retirement Plan | University Orthopedics Center, Ltd. | 186 | $51.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 1.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Reported custodians
- Fidelity Investments $1.1B (68% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗