DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Abound Wealth Management, LLC
Latest filing Sep 14, 2026
First filing on the tape Nov 14, 2016 · 46 filings
SEC status approved since Nov 23, 2016
RAUM
$1.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.9B individuals and HNW
Advisors
16
registered through the firm on IAPD
RAUM per advisor
$122M
derived; firm RAUM over IAPD count
Employees
41
26 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$1.9B as of Aug 10, 2026
Feb 24, 2017$126M then
HNW client RAUM$1.7B as of Aug 10, 2026
Feb 27, 2018$124M then
State-registered IARs (5.B.3)14 as of Aug 10, 2026
Feb 24, 20174 then
Employees (5.A)41 as of Aug 10, 2026
Feb 24, 20176 then
Private funds: no history
RAUM +40% over the last fiscal year+35% a year over threeIARs 13 to 14
Practice profile
derived from the filing of Sep 14, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $122MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 57derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $386,594derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.6derivedItem 5.A over advisors
- Advisors per office
- 16.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%derivedbetween the last two annual amendments
- Advisor growth, one year
- +7.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +28%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminars, otherreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $843M, 1,312 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.7B90%
- Individuals$193M9.9%
- Pension and profit-sharing plans$5.3M0.3%
- Individual clients
- 274reported
- HNW clients
- 640reported
- Pension plan clients
- 22reported
- Charitable clients
- n/areported
- Accounts
- 5,040reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $843M for 1,312 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
16 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bo Barret HansonCertified Financial Planner, Chartered Financial Analyst | Franklin, Tn | Jan 3, 2017 | 17 y | 1 |
| Carter Wilson ThomasCertified Financial Planner | Franklin, Tn | Jan 10, 2017 | 14 y | 2 |
| John Brian PrestonCertified Financial Planner, Personal Financial Specialist | Franklin, Tn | Jan 10, 2017 | 29 y | 1 |
| Matthew D HoffnerCertified Financial Planner | Franklin, Tn | Sep 27, 2019 | 13 y | 5 |
| Eric John HaleCertified Financial Planner | Franklin, Tn | Apr 29, 2020 | 10 y | 0 |
| Eric Scott BaerCertified Financial Planner | Franklin, Tn | Apr 12, 2021 | 18 y | 1 |
| Breanne Coffey McmanusCertified Financial Planner | Franklin, Tn | Dec 22, 2021 | 10 y | 1 |
| Hannah Elizabeth LindseyCertified Financial Planner | Franklin, Tn | Dec 22, 2021 | 11 y | 0 |
| Andrew Creighton DoddCertified Financial Planner | Franklin, Tn | Jan 9, 2023 | 17 y | 0 |
| Stephen Todd GentzlerCertified Financial Planner | Franklin, Tn | Jan 5, 2024 | 12 y | 2 |
| Grace Barr LewisCertified Financial Planner | Franklin, Tn | Aug 9, 2024 | 12 y | 0 |
| Nicholas Stephen Melo BryanCertified Financial Planner | Franklin, Tn | Aug 9, 2024 | 12 y | 0 |
| Christopher Patrick PramasCertified Financial Planner | Franklin, Tn | Dec 3, 2024 | 25 y | 0 |
| Jonah Wesley PaulCertified Financial Planner | Franklin, Tn | Nov 6, 2025 | 10 y | 0 |
| Cameron James PoulsenCertified Financial Planner | Franklin, Tn | Jun 15, 2026 | 11 y | 0 |
| Yochanan HershoffCertified Financial Planner | Franklin, Tn | Jun 18, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Gabriel Talley to Edelman Financial EnginesOct 31, 2019 · RIA to RIA
Joined, latest
- Stephen Todd Gentzler from Commonwealth Financial NetworkJan 5, 2024 · Affiliated broker-dealer or bank to independent RIA
- Breanne Coffey Mcmanus from Mountain State Analytics, LLCDec 22, 2021 · Other
- Eric Scott Baer from Philip M. Watson, Financial AdvisorApr 12, 2021 · Other
- Matthew D Hoffner from Monarch Advisory GroupSep 27, 2019 · Other
- Carter Wilson Thomas from M Capital AdvisorsJan 10, 2017 · Other
- John Brian Preston from Calvary Wealth, LLCJan 10, 2017 · Other
- Bo Barret Hanson from Calvary Wealth, LLCJan 3, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Calvary Wealth, LLCDec 31, 2016 · Franklin, Tn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Barret Bo Hanson · Chief Compliance Officer, Membercontrolsince 11/2016 · owns 10% to 25%
- Brian John Preston · Membercontrolsince 11/2016 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Franklin, Tn · principal | 16 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 14, 2026HANSON, BO, BARRET (CHIEF COMPLIANCE OFFICER, MEMBER) left Schedule A between the filings of 2016-11-14 and 2026-09-14peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Financial planning clients · More than 500 to More than 500Aug 10, 2026 to Sep 10, 2026
- Related adviser · false to unsetAug 10, 2026 to Sep 10, 2026
- Related bank · false to unsetAug 10, 2026 to Sep 10, 2026
- Related broker-dealer · false to unsetAug 10, 2026 to Sep 10, 2026
- Related insurance company · false to unsetAug 10, 2026 to Sep 10, 2026
- Succession · false to unsetAug 10, 2026 to Sep 10, 2026
- Advisory activities · 5 to 6Mar 11, 2026 to Apr 30, 2026
- Accounts · 4,104 to 5,040Nov 7, 2025 to Mar 11, 2026
- Advisory employees · 22 to 26Nov 7, 2025 to Mar 11, 2026
- HNW clients · 487 to 640Nov 7, 2025 to Mar 11, 2026
- Individual clients · 228 to 274Nov 7, 2025 to Mar 11, 2026
- Pension plan clients · 18 to 22Nov 7, 2025 to Mar 11, 2026
- Assets in custody · $513M to $843MNov 7, 2025 to Mar 11, 2026
- Employees · 34 to 41Nov 7, 2025 to Mar 11, 2026
- State-registered IARs · 13 to 14Nov 7, 2025 to Mar 11, 2026
- Discretionary RAUM · $1.4B to $1.9BNov 7, 2025 to Mar 11, 2026
- HNW RAUM · $1.2B to $1.7BNov 7, 2025 to Mar 11, 2026
- Individual RAUM · $178M to $193MNov 7, 2025 to Mar 11, 2026
- Pension RAUM · $0 to $5.3MNov 7, 2025 to Mar 11, 2026
- RAUM · $1.4B to $1.9BNov 7, 2025 to Mar 11, 2026
- Financial planning clients · More than 500 to More than 500May 15, 2025 to Jun 27, 2025
- Accounts · 3,513 to 4,104Feb 20, 2025 to Mar 12, 2025
- Advisory employees · 24 to 22Feb 20, 2025 to Mar 12, 2025
- HNW clients · 366 to 487Feb 20, 2025 to Mar 12, 2025
- Individual clients · 254 to 228Feb 20, 2025 to Mar 12, 2025
- Pension plan clients · 17 to 18Feb 20, 2025 to Mar 12, 2025
- Assets in custody · $97.1M to $513MFeb 20, 2025 to Mar 12, 2025
- Employees · 31 to 34Feb 20, 2025 to Mar 12, 2025
- State-registered IARs · 10 to 13Feb 20, 2025 to Mar 12, 2025
- Discretionary RAUM · $1.1B to $1.4BFeb 20, 2025 to Mar 12, 2025
- HNW RAUM · $869M to $1.2BFeb 20, 2025 to Mar 12, 2025
- Individual RAUM · $197M to $178MFeb 20, 2025 to Mar 12, 2025
- Pension RAUM · unset to 0.0Feb 20, 2025 to Mar 12, 2025
- RAUM · $1.1B to $1.4BFeb 20, 2025 to Mar 12, 2025
- Accounts · 3,026 to 3,513Jan 5, 2024 to Feb 29, 2024
- Advisory employees · 16 to 24Jan 5, 2024 to Feb 29, 2024
- HNW clients · 263 to 366Jan 5, 2024 to Feb 29, 2024
- Individual clients · 274 to 254Jan 5, 2024 to Feb 29, 2024
- Pension plan clients · unset to 17.0Jan 5, 2024 to Feb 29, 2024
- Assets in custody · $9.9M to $97.1MJan 5, 2024 to Feb 29, 2024
Signals
7 dated events
- Abound Wealth Management, Llc reported RAUM $1.9B, up 40% from $1.4B (2025-11-07 to 2026-03-11)Mar 11, 2026 · RAUM change · derived
- Abound Wealth Management, Llc reported RAUM $1.4B, up 31% from $1.1B (2025-02-20 to 2025-03-12)Mar 12, 2025 · RAUM change · derived
- Abound Wealth Management, Llc reported RAUM $1.1B, up 35% from $787.2M (2024-01-05 to 2024-02-29)Feb 29, 2024 · RAUM change · derived
- Abound Wealth Management, Llc reported RAUM $791.4M, up 58% from $501.4M (2022-01-05 to 2022-03-09)Mar 9, 2022 · RAUM change · derived
- Abound Wealth Management, Llc reported RAUM $501.4M, up 50% from $334.1M (2021-01-04 to 2021-03-03)Mar 3, 2021 · RAUM change · derived
- Abound Wealth Management, Llc reported RAUM $334.1M, up 46% from $229.3M (2020-01-22 to 2020-02-04)Feb 4, 2020 · RAUM change · derived
- Abound Wealth Management, Llc filed its initial SEC registration (Form ADV)Nov 14, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/THE-MONEY-GUY-SHOWreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/ABOUND-WEALTH-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MONEYGUY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 615-226-3667reportedpublic record, Form ADV, Sep 14, 2026
- Team page
- moneyguy.com/episode/advisors-explain-the-passive-income-mytreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $122Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026