This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$125MItem 5.F on the latest filing (2026-07-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$125M

Private client RAUM

$125MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$41.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

244

Individual clients

202

High net worth clients

41

SEC number

801-79209

CRD

168081

Filings on the tape

35

First filed

Feb 7, 2014

Latest filed

Jul 24, 2026

Organised

Corporation, NY

Website

awmny.com

• Occurred

  Feb 7, 2014
  First Form ADV filing

  Abbondandolo Wealth Management Corp filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d84ff2a-a9fc-8ef8-fd80-06bedb18aa9a

First observed

Feb 7, 2014

Last observed

Jul 24, 2026 58 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.