Abbondandolo Wealth Management Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$124,946,395
Clients
243
Advisors
3
of 3 employees
About
Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm constructs Investment Policy Statements and implements portfolio management, asset allocation, tax management, and ongoing monitoring for clients through the SEI investment platform.
The firm follows a strategic asset-allocation philosophy that emphasizes diversification across asset classes and disciplined rebalancing rather than short-term market timing. AWM implements recommendations exclusively using investment options and third‑party managers available through SEI and documents risk tolerance and strategy in each client’s IPS; as of June 2026 it reported $125,093,257 in assets managed on a discretionary basis.
AWM is notable for its operational model: all of its investment adviser representatives are partners in an affiliated CPA firm (Abbondandolo & Co. CPAs & Advisors), a relationship the firm discloses and that can lead to reciprocal referrals. The firm also operates with a small advisory team managing a relatively large client base (243 clients across three advisors) and limits client implementation to the SEI platform, which the brochure cites as both a service advantage and a constraint on available investment options.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually Above $5,000,000+: 0.50% annually
Account minimum: $100,000 (may be waived or reduced at discretion) Fee-only: Fee-only investment advisor, no commissions from investment vehicles or third parties.
Main office
220 B Glen Cove Ave
Glen Cove NY 11542
Advisors at this office
3
Most active in
Connecticut · Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Carol M
Series 63, Series 65
Glen Cove, NY
Abbondandolo Wealth Management Corp
Carol Mammone Desimone is a financial advisor at Abbondandolo Wealth Management Corp with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Abbondandolo & Co since 2006. Desimone is also a Certified Public Accountant and occasionally provides clients with advice or products from her accounting practice. Abbondandolo Wealth Management Corp offers fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm follows a strategic asset-allocation approach using the SEI investment platform, emphasizing diversification and disciplined rebalancing.
Brian A
CFP®, Series 65
Glen Cove, NY
Abbondandolo Wealth Management Corp
Brian Abbondandolo is a CFP® with 11 years of experience in financial advising. He is the principal of Abbondandolo Wealth Management Corp, where he has worked since 2015, and is also associated with Abbondandolo & Company CPA's LLP since 2010. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts. The firm employs a strategic asset-allocation approach focused on diversification and disciplined rebalancing, managing client portfolios exclusively through the SEI investment platform.
Vito A
PFS™, Series 63, Series 65
Glen Cove, NY
Abbondandolo Wealth Management Corp
Vito Abbondandolo is a financial advisor with Abbondandolo Wealth Management Corp in Glen Cove, NY. He holds a PFS™ designation along with Series 63 and 65 licenses and has 14 years of industry experience. He has worked at Abbondandolo Wealth Management Corp since 2013 and has been a CPA at Abbondandolo & Company CPAs LLP since 1989. Abbondandolo Wealth Management Corp provides fee-only investment supervisory services to individuals, high-net-worth individuals, and trusts, focusing on strategic asset allocation with diversification and disciplined rebalancing. The firm operates with a small advisory team affiliated with a CPA firm and manages portfolios exclusively through the SEI investment platform.
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