Plentiful Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Plentiful Wealth is a small registered investment adviser that serves individuals, high-net-worth clients, nonprofit organizations, and employer/business clients. Its services include comprehensive financial planning, ongoing discretionary portfolio management, a nonprofit-focused outsourced Chief Investment Officer offering, and retirement plan consulting for employers.
The firm builds client-specific investment policy statements through personal discussions and combines fundamental company analysis with modern portfolio theory to set asset allocation targets and manage portfolios, with regular reviews and periodic rebalancing. Clients receive continuous advice and periodic planning touchpoints, and the adviser implements strategies through custodial accounts while providing performance reporting and tax-season reviews.
What distinguishes the firm from many peers is its emphasis on institutional-style services for smaller nonprofit and corporate clients — including outsourced CIO support for nonprofit endowments, planned-giving assistance, and ongoing pension consulting and participant education for employer plans. The adviser manages roughly $44.7 million across about 79 clients and discloses a May 2025 consent order with the Kentucky Department of Financial Institutions related to missing written advisory agreements, which was resolved with a civil penalty.
Client services
Expertise
Occupation focus
Fee options
Pension consulting services flat fees subject to $250 minimum quarterly fee and maximum of $50,000
$0 - $1,000,000: 1.65% $1,000,001+: 1.5%
Minimum fee: Pension consulting services minimum quarterly fee of $250
Main office
125 S 6th Street, Ste 301
Louisville KY 40202, United States
Offices (1)
Most active in
Kentucky · Louisiana · Texas · West Virginia
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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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.
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