ABUNDANCE ADVISERS

ABUNDANCE ADVISERS of PLEASANTON, CA is an SEC-registered investment adviser (CRD 310887). Regulatory assets under management: $9.5M.

Registration

• CRD: 310887
• Type: Registered investment adviser
• Location: 5700 STONERIDGE MALL ROAD., PLEASANTON, CA, 94588
• Phone: 925-400-8333
• Latest filing: 2026-02-11
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310887 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search