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Multi-Family OfficeRIA · CRD 329268

Updated:

Abundit Wealth

Abundit Wealth is a state-registered investment adviser in San Jose, CA. The firm manages $24 million in regulatory assets under management on a discretionary...

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Abundit Wealth

Abundit Wealth is a state-registered investment adviser in San Jose, CA. The firm manages $24 million in regulatory assets under management on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

San Jose

Corporate office

San Jose, CA, United States

Frequently asked questions

How does Abundit Wealth source alternative investment opportunities?

Abundit relies on a network of specialist general partners and co-investment syndicates built over cycles of Bay Area technology wealth creation. Deal flow is sourced through long-standing relationships with venture capital firms, private equity managers, and professional-services networks — law firms, audit partnerships — that serve the pre-IPO and post-exit community, rather than through open-market aggregation platforms.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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