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

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

13

Employees

15

Advisory employees

13

Offices

10Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-122364

CRD

304612

Filings on the tape

31

First filed

Aug 23, 2021

Latest filed

Jul 8, 2026

Organised

Corporation, TX

• Occurred

  Aug 23, 2021
  First Form ADV filing

  Abundo Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b5f7aec6-bbde-5ce2-82a8-a56cd9c162cd

First observed

Aug 23, 2021

Last observed

Jul 8, 2026 2 months 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.