Updated:
Abound Wealth Management
Founded in 2016 and headquartered in Franklin, Tennessee, Abound Wealth Management is a US-based registered investment advisor. The firm provides financial...
Abound Wealth Management
Founded in 2016 and headquartered in Franklin, Tennessee, Abound Wealth Management is a US-based registered investment advisor. The firm provides financial planning, investment advisory services, and portfolio management to a client base that includes pension and profit-sharing plans alongside trusts and estates. Abound's strategy centers on advisory and consulting services, pairing comprehensive financial planning with discretionary portfolio management. The firm's client mix — spanning retirement plans and private trusts — suggests a balanced deployment across institutional and intergenerational wealth mandates. Service lines extend to investment consulting, though no specific asset-class allocations, named portfolio companies, or co-investment partners are publicly documented. Operational details remain opaque. Abound Wealth Management discloses no current AUM, office locations beyond Franklin, or team size. No adjacent vehicles such as philanthropic foundations, real-asset arms, or membership networks appear in public filings or the firm's web presence. As a Tennessee-based RIA servicing pensions and private trusts, Abound's structural differentiator lies in its geographic concentration and its focus on blending retirement-plan advisory with estate-oriented wealth management — a dual mandate that is common in the registered investment advisor space but not widely profiled among larger family-office platforms.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
Location
Region
North America
Country
United States
City
Franklin
Corporate office
Franklin, TN, United States
Frequently asked questions
What types of clients does Abound Wealth Management serve?
Abound advises a mix of institutional and private clients, specifically identifying pension and profit-sharing plans, trusts, and estates in its regulatory disclosures. The firm structures its services around both advisory and discretionary mandates.
Does Abound Wealth Management disclose its assets under management?
No. Abound does not publicly report an AUM figure. As a registered investment advisor, it may file Form ADV with the SEC, but any such figure has not been affirmed in public materials or captured by Altss research.
Is Abound Wealth Management structured as a family office?
No, Abound is categorized as a wealth manager and registered investment advisor, not a single-family or multi-family office. Its client base includes pension plans and estates rather than a single-family wealth pool.
Where does Abound Wealth Management maintain offices?
The firm's public presence and regulatory filings point to a single headquarters in Franklin, Tennessee. No additional offices have been identified.
What investment strategies does Abound Wealth Management employ?
Abound's disclosed service lines cover financial planning, discretionary portfolio management, and investment consulting. The firm does not publicly detail its asset allocation, specific strategies, or named investment products.
Profile maintained by Altss 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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: