Abound Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 285903
· SEC file 801-108697
· Franklin, TN
· X.COM
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ADV data as of Jun 19, 2026
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 936
- Avg AUM / client
- $2.1M
- Accounts
- 5,040
- Employees
- 41
AUM over time
$0
$1.9B
Nov 2016
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 274 | $193M | 9.92% |
| High net worth individuals | 640 | $1.7B | 89.8% |
| Pension and profit sharing plans | 22 | $5.3M | 0.27% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Brown & Brown, Inc Employee Savings Plan Brown & Brown, Inc. | 2024 | |
| Peach State Federal Credit Union 401(k) Profit Sharing Plan Peach State Federal Credit Union | 2024 | |
| Advocate Aurora Health 401(k) Plan Advocate Aurora Health, Inc | 2024 | |
| Biomarin Pharmaceutical Inc. Retirement Savings Plan Biomarin Pharmaceutical Inc. | 2024 | |
| Marvell Semiconductor 401 K Retirement Plan Marvell Semiconductor, Inc. | 2024 | |
| Crown Castle Inc. 401(k) Plan Crown Castle Inc. | 2024 | |
| Netjets Inc. 401(k) Plan Netjets Inc. | 2024 | |
| Cleveland Clinic Savings And Investment Plan The Cleveland Clinic Foundation | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| Brixmor Employment Company Llc 401(k) Plan Brixmor Employment Company, Llc | 2024 | |
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Bentley Systems, Incorporated Profit Sharing/401(k) Plan Bentley Systems, Inc. | 2024 | |
| Swbmg 401(k) Plan The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bo Barret Hanson | Chief Compliance Officer, Member | CFP CFA | Nov 2016 (10y) | 10% – 25% |
| John Brian Preston | Member | CFP Personal Financial Specialist | Nov 2016 (10y) | 75% or more |
| Carter Wilson Thomas | Registered representative | CFP | Jan 2017 (10y) | |
| Matthew D Hoffner | Registered representative | CFP | Sep 2019 (7y) | |
| Eric John Hale | Registered representative | CFP | Apr 2020 (6y) | |
| Eric Scott Baer | Registered representative | CFP | Apr 2021 (5y) | |
| Breanne Coffey Mc Manus | Registered representative | CFP | Dec 2021 (5y) | |
| Hannah Elizabeth Lindsey | Registered representative | CFP | Dec 2021 (5y) | |
| Andrew Creighton Dodd | Registered representative | CFP | Jan 2023 (4y) | |
| Stephen Todd Gentzler | Registered representative | CFP | Jan 2024 (3y) | |
| Grace Barr Lewis | Registered representative | CFP | Aug 2024 (2y) | |
| Nicholas Stephen Melo Bryan | Registered representative | CFP | Aug 2024 (2y) | |
| Christopher Patrick Pramas | Registered representative | CFP | Dec 2024 (2y) | |
| Jonah Wesley Paul | Registered representative | CFP | Nov 2025 (1y) | |
| Cameron James Poulsen | Registered representative | CFP | Jun 2026 (0y) | |
| Yochanan Hershoff | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 15% 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.
Retirement plans served (13)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown, Inc. | 12,393 | $1.8B | 01/01/2024 |
| Peach State Federal Credit Union 401(k) Profit Sharing Plan | Peach State Federal Credit Union | 219 | $23.8M | 01/01/2024 |
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health, Inc | 83,445 | $10.5B | 01/01/2024 |
| Biomarin Pharmaceutical Inc. Retirement Savings Plan | Biomarin Pharmaceutical Inc. | 1,939 | $715M | 01/01/2024 |
| Marvell Semiconductor 401 K Retirement Plan | Marvell Semiconductor, Inc. | 2,970 | $1.4B | 01/01/2024 |
| Crown Castle Inc. 401(k) Plan | Crown Castle Inc. | 3,947 | $1.1B | 01/01/2024 |
| Netjets Inc. 401(k) Plan | Netjets Inc. | 3,191 | $836M | 01/01/2024 |
| Cleveland Clinic Savings And Investment Plan | The Cleveland Clinic Foundation | 68,206 | $9.2B | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| Brixmor Employment Company Llc 401(k) Plan | Brixmor Employment Company, Llc | 455 | $110M | 01/01/2024 |
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Bentley Systems, Incorporated Profit Sharing/401(k) Plan | Bentley Systems, Inc. | 1,629 | $595M | 01/01/2024 |
| Swbmg 401(k) Plan | The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group | 221 | $149M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/19/2026 | 988 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $1.5B (75% of AUM) Jun 2026
- Charles Schwab & Co. $168M (9% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 19, 2026.
View current Form ADV (SEC/IAPD) ↗