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Abundance Wealth Conselors
Abundance Wealth Conselors was established in 2001 by David E. Lees and Marty V. Dirks. The multi-family office is headquartered in State College,...
Abundance Wealth Conselors
Abundance Wealth Conselors was established in 2001 by David E. Lees and Marty V. Dirks. The multi-family office is headquartered in State College, Pennsylvania, and serves several families with coordinated financial services. The firm deploys capital across direct co-investments and SPVs, hedge funds, and real estate. All activity remains within North America. Partners hold CFP and CPA/PFS credentials and maintain board roles at local organizations including the Goshen Chamber of Commerce. Assets under management stand at $1.56 billion. The firm lists affiliations with the Mennonite Education Agency and multiple local health and education nonprofits. No dated operational events from the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2001
Location
Region
North America
Country
United States
City
State College
Corporate office
State College, PA, United States
Principals
David E. Lees
Co-founder
Marty V. Dirks
Co-founder
Eric D. Lehman
Partner
Ryan D. Miller
Partner
Adam T. Toh
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Abundance Wealth Conselors?
David E. Lees and Marty V. Dirks serve as co-founders. Eric D. Lehman, Ryan D. Miller, and Adam T. Toh hold partner roles with ownership stakes between 5% and 10%.
Is Abundance Wealth Conselors structured as a single family office or multi-family office?
It operates as a multi-family office. The firm provides services to several families rather than one lineage.
Does Abundance Wealth Conselors participate in fund commitments or only direct deals?
The firm uses both direct co-investments and SPVs alongside hedge fund allocations. No fund-of-funds commitments are recorded.
Where does the underlying wealth come from?
No specific family or operating company source is publicly disclosed.
Does Abundance Wealth Conselors maintain philanthropic structures?
Partners support local entities including the Community Foundation of Elkhart County, Goshen College, and Goshen Health Foundation. No dedicated family foundation vehicle is listed.
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.
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