ABUNDA FINANCIAL, LLC

ABUNDA FINANCIAL, LLC of SAUSALITO, CA is an SEC-registered investment adviser (CRD 120177). Regulatory assets under management: $103.1M.

Registration

• CRD: 120177
• SEC file number: 801-68963
• Type: Registered investment adviser
• Location: ONE HARBOR DRIVE, SAUSALITO, CA, 94965
• Phone: 415-339-8944
• Latest filing: 2026-03-20
• Regulatory AUM: $103.1M
• Discretionary AUM: $13.2M
• Non-discretionary AUM: $90.0M
• Clients: 2
• Accounts: 124

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 120177 on SEC IAPD (source of record)
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