Abundant Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,957,378
Clients
71
Advisors
2
of 2 employees
About
Abundant Wealth Strategies provides ongoing portfolio management and financial planning primarily for individual clients — including high‑net‑worth individuals — and for pension and profit‑sharing plans, charging asset‑based fees for advisory services. The firm documents client goals and constraints in an Investment Policy Statement and manages discretionary accounts based on each client’s objectives and risk tolerance.
AWS’s investment approach uses model allocations informed by Modern Portfolio Theory, with the firm typically seeking discretionary authority to implement trades and the option to allocate assets to third‑party managers when appropriate. It also operates a separate Tactical Strategy — a diversified, large‑cap dividend‑focused model that is implemented through client custodians and assessed an additional tactical fee.
Distinctive features disclosed in the brochure include the firm principal’s outside registrations and insurance activities — the firm is affiliated with broker‑dealers and an insurance provider and discloses that representatives may accept commissions for the sale of securities and insurance products, creating potential conflicts of interest. The firm also makes its Tactical Strategy available to independent advisory firms, discloses a 2020 administrative consent order related to books and records, and reports a principal’s outside business providing divorce planning services that consumes significant monthly hours, all of which differentiate AWS from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.35% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.15% $10,000,001+: 1.00%
Commission compensation is accepted for sales of investment and insurance products but is not the primary source of advisory compensation.
Financial planning hourly fees up to $350/hour.
Main office
1140 N. Town Center Drive, Ste 270
Las Vegas NV 89144
Advisors at this office
2
Most active in
California · Nevada · Texas
Also doing business as
Abundant Wealth Capital Management, LLC · Abundant Wealth Strategies · Attanasio Capital Management, LLC · Attanasio Capital Management, LLC Dba Abundant Wealth Strategies
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Advisors at this firm
Brian B
Series 65
Las Vegas, NV
Abundant Wealth Strategies
Brian Boehme is a financial advisor at Abundant Wealth Strategies in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. He is also a CPA who prepares business and individual tax returns, along with compilation and reviewed financial statements. Boehme has worked at Abundant Wealth Capital Management, LLC since 2024 and at Boehme & Boehme, A Professional Corporation since 2010. Abundant Wealth Strategies serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm uses modern portfolio theory and written Investment Policy Statements, employing a tactical, diversified stock-income strategy focused on large-cap dividend-growing equities.
Melissa O
CFP®, Series 63, Series 65
Las Vegas, NV
Abundant Wealth Strategies
Melissa Ocean is a CFP® with 33 years of industry experience, currently serving at Abundant Wealth Strategies in Las Vegas, NV. Her prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors Financial Network, and Attanasio Capital Management. Outside of financial advising, she is involved in divorce consulting through two related businesses and leads a startup shoe company as CEO. Abundant Wealth Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management and financial planning based on modern portfolio theory and individualized Investment Policy Statements. The firm offers a tactical, diversified stock-income strategy focused on large-cap dividend-growing equities and allocates assets to third-party managers as part of its discretionary management approach.
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