ABUNDIT WEALTH

ABUNDIT WEALTH of SAN JOSE, CA is an SEC-registered investment adviser (CRD 329268). Regulatory assets under management: $23.8M.

Registration

• CRD: 329268
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329268 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search