Abundo Wealth Inc.
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ADV data as of Jul 08, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 15
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Blake Simonson | Owner And Cco | CFP | Jul 2019 (7y) | 75% or more |
| Andrew Joseph Dressel | Registered representative | CFP | Jan 2026 (1y) | |
| Damondrick Maurion Jack | Registered representative | Jan 2026 (1y) | ||
| Jeremy Zuke | Registered representative | Jan 2026 (1y) | ||
| Lori Bodenhamer | Registered representative | CFP | Jan 2026 (1y) | |
| Lynn Anne Anderson | Registered representative | CFP | Jan 2026 (1y) | |
| Margaret Jean Klokkenga | Registered representative | CFP | Jan 2026 (1y) | |
| Richard Cooke | Registered representative | CFP | Jan 2026 (1y) | |
| Christopher Mamula | Registered representative | CFP | Jan 2026 (1y) | |
| Olivia Kathryn Aranda Lima | Registered representative | CFP | Jan 2026 (1y) | |
| Sarah Louise Elizabeth Dickenson | Registered representative | Feb 2026 (1y) | ||
| Skyler Jay Fleming | Registered representative | Jun 2026 (0y) | ||
| Michael Cattapan | Registered representative | Jul 2026 (0y) |
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) | 07/08/2026 | 951 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
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗