1B - INBUNDANCE WEALTH MANAGEMENT

1B - INBUNDANCE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 321967). Regulatory assets under management: $12.1M.

Registration

• CRD: 321967
• Type: Registered investment adviser
• Phone: (503) 419-6421
• Latest filing: 2026-07-13
• Regulatory AUM: $12.1M
• Non-discretionary AUM: $12.1M
• Clients: 1
• Accounts: 114

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search