# Plentiful Wealth

Plentiful Wealth is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** plentifulwealth.com
- **LinkedIn:** https://www.linkedin.com/company/plentifulwealthperspectives

## Regulatory record

- **CRD number:** 312250
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312250

## About

Plentiful Wealth provides investment management for nonprofit organizations as a fee-only, fiduciary, independent, and local partner. It offers complete OCIO services for nonprofits, foundations, and endowments, along with governance education, transparent performance reporting, cash and treasury management, and mission-aligned planning. The firm emphasizes education-first relationships, radical transparency on fees and strategies, and lowering investment costs so more money can go to mission.

## Sectors

- FinTech
- Real Estate
- Private Credit

## People

- Anthony Zhang — CEO

## Questions

### Who runs investment decisions at Plentiful Wealth?

Anthony Zhang is the CEO and public-facing principal responsible for investment decisions. The firm's public footprint does not disclose an investment committee or additional named investment professionals. Zhang's background includes founding and operating a student-loan refinancing marketplace prior to launching Plentiful Wealth's real-estate credit platform, though the precise transition timeline is not publicly documented.

### Does Plentiful Wealth operate as a fund or issue individual securities?

Plentiful Wealth issues promissory notes through a dedicated limited-liability company rather than pooling capital in a blind-pool fund. Each note is tied to a specific real-estate-backed loan or a discrete pool of loans. This means investors commit to individual offerings rather than subscribing for a partnership interest with capital-call obligations — a structural distinction from traditional private credit funds.

### What is the minimum investment for Plentiful Wealth notes?

The firm has not publicly disclosed a minimum investment threshold, though its regulatory posture limits participation to accredited investors as defined under SEC Rule 501 of Regulation D. Typical minimums among comparable direct-note real-estate platforms range from $1,000 to $25,000 per offering, but Plentiful Wealth's specific terms are not publicly confirmed.

## Related profiles

- [Genesis Vault Capital Management](https://altss.com/profile/genesis-vault-capital-management-llc)

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Last updated: 2026-08-11T15:07:49.000Z

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