Abound Wealth Management
Abound Wealth Management, LLC is an SEC-registered investment adviser headquartered in Franklin, Tennessee. Founded in 2011, the firm employs 34 people and manages investment portfolios primarily for individuals, including high net worth clients. Abound Wealth combines portfolio management with tailored financial planning and consulting services, holding a fiduciary duty to act in the best interest of clients. They are transparent about fees and do not accept product commissions.
Investment Strategy
Abound Wealth Management provides discretionary investment advisory services with a strong focus on portfolio management for individuals, particularly high net worth clients. The firm typically invests in mutual funds and exchange-traded funds, though individual stocks may also be held. Its investment strategy emphasizes continuous monitoring and quarterly reviews tailored to life changes or market conditions. Financial planning, tax analysis, estate planning, and insurance review are integrated into its portfolio management approach. Retirement plan advice is also available on either a discretionary or non-discretionary basis.
Top Holdings
Equity Positions (1,336)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJR | ISHARES TR | 12.14% | $48.5M | 408,195 | $109.61 | $118.83 | +$6.2M |
A AGG | ISHARES TR | 10.56% | $42.2M | 420,665 | $102.74 | $100.25 | +$1.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.63% | $30.5M | 508,918 | $48.30 | $59.92 | +$2.2M |
I IVV | ISHARES TR | 6.52% | $26.1M | 38,925 | $446.88 | $669.30 | +$3.0M |
V VV | VANGUARD INDEX FDS | 6.08% | $24.3M | 78,842 | $274.21 | $307.86 | +$1.9M |