# Abundance Wealth Conselors

Abundance Wealth Conselors is a Multi Family Office based in State College, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** State College, United States
- **Region:** North America
- **Address:** State College, PA, United States
- **Founded:** 2001
- **Assets under management:** 1564 (Altss estimate)
- **Website:** abundancellc.com
- **LinkedIn:** https://www.linkedin.com/company/abundance-wealth-counselors

## About

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.

## Sectors

- Hedge Funds
- Real Estate

## People

- David E. Lees — Co-founder
- Marty V. Dirks — Co-founder
- Eric D. Lehman — Partner
- Ryan D. Miller — Partner
- Adam T. Toh — Partner

## 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.

### 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.

## Related profiles

- [Ciccarelli Advisory Services](https://altss.com/profile/ciccarelli-advisory-services)
- [Inscription Capital](https://altss.com/profile/inscription-capital-llc)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/abundance-wealth-conselors-llc

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