SEC-Registered Investment Adviser
Abundance Wealth Counselors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated October 1, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- June 25, 2001
- Principal office
- 232 Regent Court, State College, PA 16801
- Organized as
- Limited Liability Company, PA
- Fiscal year end
- December
Scale
- Regulatory AUM
- $1.6B
- Attributable to non-US clients
- $3.8M
- Accounts
- 1,711
- Clients
- 0
- Employees
- 30, 12 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $73.9M
- Fund types
- 2 hedge funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $86.0M reported sold across them
- Client assets in custody
- $77.6M (2 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- individuals (other than high net worth) (230); high net worth individuals (209); pooled investment vehicles (2); pension and profit sharing plans (57); corporations or other businesses (13)
- Also engaged as
- insurance broker or agent and lawyer or law firm
- Related persons include
- another investment adviser, a lawyer or law firm, an insurance company or agency, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (October 1, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
2 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from November 17, 2020 to June 28, 2023. Reported sold across them: $86.0M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2022 | 1 | $12.7M | n/a |
| 2020 | 1 | $73.3M | n/a |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.