Abbondandolo Wealth Management Corp
- Regulatory AUM
- $125M
- Discretionary
- $125M
- Clients
- 244
- Avg AUM / client
- $513K
- Accounts
- 244
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 202 | $40.4M | 32.3% |
| High net worth individuals | 41 | $84.5M | 67.6% |
| Corporations and other businesses | 1 | $147K | 0.12% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vito Abbondandolo | President Cco | Personal Financial Specialist | Jun 2013 (13y) | 75% or more |
| Carol Ann Mammone Desimone | Registered representative | May 2014 (12y) | ||
| Brian Abbondandolo | Registered representative | CFP | Jan 2015 (12y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/23/2026 | 900 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $112M (100% of AUM) Jan 2026
- SEI Private Trust $63.8M (100% of AUM) Dec 2019
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: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗