ABOUND WEALTH MANAGEMENT LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13Rank #1066 of mapped providers
Assets under administration$53.9B0.1%Market share · rank #296
Fees received$262,444Median $11,814/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ABOUND WEALTH MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where ABOUND WEALTH MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 11 | $11,079 | |
Investment advisory (plan)Code 27 | 2 | $49,879 |
Competitor overlap
Percent of ABOUND WEALTH MANAGEMENT LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ABOUND WEALTH MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|---|---|
BROWN & BROWN, INC.FL · 590864469-002 | SUNTRUST BANKS, INC. | $1.8B |
BRIXMOR EMPLOYMENT COMPANY, LLCNY · 261381083-003 | APRIO LLP | $110M |
Plans lost in 2024
Appeared last year under ABOUND WEALTH MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | FINANCIAL ENGINES | $19.8B |
NATIONAL INSTRUMENTS CORPORATIONTX · 741871327-001 | JPMORGAN INVEST HOLDINGS LLC | $734M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $30,553 | 2y | 1 |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $42,393 | 3y | 1 |
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $20,571 | 3y | 1 |
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $11,079 | 7y | 1 |
BROWN & BROWN, INC.FL · 590864469-002 | $1.8B | 15,772 | $6,426 | 1y | 1 |
MARVELL SEMICONDUCTOR, INC.CA · 770398669-001 | $1.4B | 5,466 | $8,940 | 5y | 1 |
CROWN CASTLE INC.TX · 760470458-001 | $1.1B | 6,142 | $11,814 | 4y | - |
NETJETS INC.OH · 510383060-001 | $836M | 4,194 | $12,151 | 8y | 1 |
BIOMARIN PHARMACEUTICAL INC.CA · 680397820-001 | $715M | 3,321 | $7,317 | 2y | 1 |
BENTLEY SYSTEMS, INC.PA · 953936623-001 | $595M | 2,402 | $12,274 | 3y | 1 |
Flag exposure
84.6%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into ABOUND WEALTH MANAGEMENT LLC.
- ABOUND WEALTH
- ABOUND WEALTH MANAGEMENT
- ABOUND WEALTH MANAGEMENT LLC
- ABOUND WEALTH MANAGEMENT, LLC
- ABOUND WEALTH MANAGEMNET LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ABOUND WEALTH MANAGEMENT LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 7.69% | 1.71% | +5.98 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 9 | 69.23% | 1.76% | +67.47 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ABOUND WEALTH MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent