# Abundance Wealth Counselors

Abundance Wealth Counselors is a Bank / Wealth / Trust based in State College, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** State College, United States
- **Region:** North America
- **Address:** State College, PA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** abundancewealth.com
- **LinkedIn:** https://www.linkedin.com/company/abundance-wealth-counselors

## Regulatory record

- **CRD number:** 111740
- **SEC file number:** 801-60373
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-23T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111740

## About

Abundance Wealth Counselors is an SEC-registered investment adviser in State College, PA, registered since 2001. The firm manages $1.6 billion in regulatory assets. It employs 30 staff members and 12 investment advisers.

## Questions

### What is the primary advisory focus at Abundance Wealth Counselors?

The firm concentrates on retirement income planning and distribution-phase wealth management, with ancillary services that include tax-aware withdrawal strategies and estate-planning coordination. Its practice is built around the needs of households transitioning from asset accumulation to income generation.

### Who comprises the typical client base for this firm?

The firm's client base is concentrated among Pennsylvania State University faculty, staff, and retirees, alongside local business owners, in and around State College. This university-adjacent demographic shapes a specialization in pre-retiree and retiree financial planning.

### How does the firm source new clients?

Client acquisition is primarily driven by local reputation and referrals within the Penn State ecosystem. The firm does not operate a multi-jurisdictional marketing apparatus or independent RIA roll-up strategy. Its growth is organic and community-referenced.

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Last updated: 2026-06-03T20:00:00.000Z

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