Abundit Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abundit Wealth is a small registered investment adviser that serves individual clients — including high-net-worth individuals — and pension/profit-sharing plans. The firm offers comprehensive financial planning, discretionary portfolio and wealth management, and pension consulting services tailored to each client.
The firm develops written investment policy statements and generally follows modern portfolio theory and a long-term, systematic investing approach, using broadly diversified mutual funds and ETFs with a small- and value-tilt and periodic rebalancing. Abundit Wealth also uses a third-party turnkey asset management provider (Focus Partners) for portfolio implementation, account administration and reporting, and manages most client accounts on a discretionary basis.
A distinctive aspect of the firm is that the principal is a licensed insurance agent and may recommend or sell commissionable insurance products to clients, a conflict of interest that the brochure discloses. The brochure also notes a small client base managed by a single principal, the availability of non-discretionary unmanaged accounts without adviser fees in limited circumstances, a requirement that clients use Schwab Institutional for custody, and a practice of not aggregating trades for multiple client accounts.
Client services
Expertise
Fee options
Financial planning fixed fees up to $20,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
Fee-only: Fixed financial planning fees up to $20,000.
Main office
1226 Lincoln Ave, Suite 200
San Jose CA 95125
Advisors at this office
1
Most active in
California
Also doing business as
Abundit Wealth · Abundit Wealth Management · Friederich, Brenda, Leigh
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.
Is not active or affiliated with:
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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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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
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