Abundance Wealth Counselors, LLC
● SEC registered since 2001CRD 111740SEC# 801-60373State College, PA
Ranks #2,469 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$1.56B
Fund GAV
$73.9M
Private funds
2
Employees
30
Accounts
1,711
Location
State College, PA
About Abundance Wealth Counselors
Abundance Wealth Counselors builds and protects client legacies through customized investment portfolios, family office support, and retirement planning. As a fiduciary, it aims to free clients' time, support security, and align strategies with personal values. Services are described as a bespoke experience tailored to industry-specific and family needs.
Summary based on the firm’s website.
Abundance Wealth Counselors, LLC assets under management
Abundance Wealth Counselors, LLC is an SEC-registered investment adviser based in State College, PA. The firm has been registered since 2001. It reports $1.6 billion in regulatory assets under management and employs 30 people. Abundance Wealth Counselors, LLC manages 2 private funds with combined gross assets of $73.9 million, including Foundation Premium Income Fund, LP. By regulatory assets, it ranks 2,469 of 5,980 private fund managers.
Abundance Wealth Counselors, LLC private funds
2 funds · $73.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Foundation Premium Income Fund, LP | Hedge | $54.2M | $250K |
| Foundation Global Infrastructure Fund, LP | Hedge | $19.7M | $250K |
Abundance Wealth Counselors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Defluri Irrevocable Trust Control | Member | Over 75% | 2021 |
| Ryan Ohlson | Chief Compliance Officer | Under 5% | 2025 |
| Blake Justin Defluri | Trustee | — | 2021 |
Frequently asked questions
How much does Abundance Wealth Counselors, LLC manage?
Abundance Wealth Counselors, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Abundance Wealth Counselors, LLC manage?
Abundance Wealth Counselors, LLC manages 2 private funds with combined gross assets of $73.9 million.
How many employees does Abundance Wealth Counselors, LLC have?
Abundance Wealth Counselors, LLC reports 30 employees.
Where is Abundance Wealth Counselors, LLC located?
Abundance Wealth Counselors, LLC is based in State College, PA and has been SEC-registered since 2001.
Does Abundance Wealth Counselors, LLC disclose fund performance?
Abundance Wealth Counselors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 232 Regent Court, State College, PA 16801 |
| Phone | 814.861.3810 |
| Fax | 814.861.3811 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.56B▲ 20%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,389 advisers
AUM vs fund managersTop 41%
Larger than 59% of 5,980 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 18%
More than 82% of 16,799 advisers
Assets under management
$1.56Bregulatory AUM
Discretionary $1.56B