Abound Financial
Abound Financial is an SEC-registered mass-market adviser in Granite Bay, CA with $428.0M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Abound Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327724, SEC 801-128697, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $428.0M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Location
- Granite Bay, CA
- Employees
- 2
- Clients
- 541
- CRD
- 327724
- Ownership
- LAUT, DAVID, ALEXANDER
How much AUM does Abound Financial have?
Abound Financial reported $428.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Abound Financial?
Disclosed owners and executives of Abound Financial include LAUT, DAVID, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.