Bank / Wealth / TrustRIA · CRD 168081SEC-Registered

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Abbondandolo Wealth Management

Abbondandolo Wealth Management is an SEC-registered investment adviser in Glen Cove, NY, registered since 2014. The firm manages $112 million in regulatory...

Abbondandolo Wealth Management logo

Abbondandolo Wealth Management

Abbondandolo Wealth Management is an SEC-registered investment adviser in Glen Cove, NY, registered since 2014. The firm manages $112 million in regulatory assets. It has one employee and one investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2014

Location

Region

North America

Country

United States

City

Glen Cove

Corporate office

Glen Cove, NY, United States

Frequently asked questions

Does the firm participate in private-market or direct co-investments?

There is no public record of Abbondandolo Wealth Management operating direct private-equity, venture-capital, or real-estate co-investment programs. Its disciplined portfolio emphasis falls on publicly traded securities and managed accounts rather than the alternative-asset programmes typical of large multi-family offices.

How large is the team and where do they operate from?

Team size and aggregate assets are not publicly disclosed. The firm operates from a single office in Glen Cove, New York, and does not maintain satellite locations. This compact footprint supports a hands-on, locally focused advisory model serving families on the North Shore of Long Island.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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