Bountiful Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bountiful Investment Management serves individual and high‑net‑worth clients, offering asset management through recommended third‑party sub‑advisers along with written financial planning, modular plans, as‑needed consultations, and occasional educational seminars or workshops. The firm delivers seminars on topics such as retirement and estate planning and states workshops are offered on an impersonal basis with modest attendance fees.
Bountiful generally operates on a non‑discretionary basis for client relationships while engaging sub‑advisers who may be granted discretionary authority over designated portions of accounts; the firm monitors sub‑adviser performance and acts as the communication conduit between clients and sub‑advisers. Its investment process draws on a mix of analytical methods (fundamental, technical, cyclical) and uses both strategic and tactical asset allocation, with clients able to impose reasonable investment restrictions.
Noteworthy features compared with peers include a relatively large client base for a three‑advisor firm (560 clients) and the firm’s reported AUM being managed on a non‑discretionary basis, as well as the routine use of sub‑advisers that may participate in wrap‑fee programs. The firm discloses an affiliation with an insurance agency and that representatives may sell insurance products, and it receives a portion of sub‑adviser fees when third‑party managers are utilized—arrangements the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed financial planning fees from $500 to $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$250 per hour for consulting services
Minimum fee: Minimum fee generally $500 for financial planning services Fee-only: Financial planning fixed fees ranging from $500 to $5,000; hourly consulting fee $250/hour
Main office
225 Newman Ave, Suite 300
Rumford RI 02916
Advisors at this office
2
Most active in
Connecticut · Florida · Illinois · Indiana · Massachusetts · New Hampshire · North Carolina · Rhode Island · South Carolina
Also doing business as
Bountiful Investment Management LLC · Euclid Wealth Management · Euclid Wealth Management LLC
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Manuel R
Series 63, Series 65, Series 66
Rumford, RI
Bountiful Investment Management LLC
Manuel Rezendes is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Bountiful Investment Management since 2015 and Euclid Financial Services since 2010, where he serves as Regional Director focusing on insurance and fixed product planning. Bountiful Investment Management serves individual and high-net-worth clients through asset management by third-party sub-advisers, written financial planning, and educational seminars. The firm typically operates on a non-discretionary basis and combines multiple analytical methods with strategic and tactical asset allocation while monitoring sub-adviser performance.
Joshua W
Series 63, Series 65
Rumford, RI
Bountiful Investment Management LLC
Joshua Wells is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bountiful Investment Management since 2015. Wells is also the proprietor of Euclid Financial Services LLC, through which he brokers insurance products for clients as needed. Bountiful Investment Management serves individual and high-net-worth clients by offering asset management via third-party sub-advisers, written financial planning, and educational seminars on topics such as retirement and estate planning. The firm primarily operates on a non-discretionary basis while monitoring sub-adviser performance and employs a mix of analytical methods along with strategic and tactical asset allocation.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)