# ABUNDIT WEALTH

ABUNDIT WEALTH of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 329268
- Type: SEC-registered investment adviser
- Location: 1226 LINCOLN AVE, SAN JOSE, CA, 95125
- Phone: 669-288-5508
- Latest filing: 2026-03-20
- Regulatory AUM: $23.8M
- Discretionary AUM: $23.7M
- Non-discretionary AUM: $40K
- Clients: 2
- Accounts: 58

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329268/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329268/similar
- Related entities: https://search.stillhousedata.com/firm/329268/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329268

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.