Mandate & appetite
- Preferred strategies
- —
- Target geographies
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- Typical ticket
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- AUM
- $1.2bn
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Founded in 2001 and based in State College, PA, Abundance Wealth Counselors, LLC is a registered investment adviser specializing in customized investment portfolios that align with clients' values while managing approximately $1.2 billion in assets under management.
Unlock mandates & allocation signals
See Abundance Wealthunselors's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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