Filings through .
Abound Wealth Management LLC
Matched across 6 name variants in the filings
Analytics
Market position · 2024
Plans served9-4 YoYRank #1130 of mapped providers
Assets under administration$77.9B0.1%Rank #283 by share of filed assets
Fees received$238,829Median $12,715/planSum across Schedule C direct + indirect
Net wins YoY+02 won - 2 lostPlan-level switch detection
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