ABUNDANCE WEALTH COUNSELORS, LLC
CRD #111740 SEC #801-60373 STATE COLLEGE, PA 814.861.3810
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
26
Clients
26
Accounts
1,725
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.3B | $1.3B | $0 | 26 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 26 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 26 | 0 |
| Apr 2024 | $1.2B | $1.2B | $0 | 26 | 0 |
| Apr 2024 | $1.2B | $1.2B | $0 | 26 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 26 | 0 |
| Jul 2023 | $1.1B | $1.1B | $0 | 26 | 0 |
| Jun 2023 | $1.1B | $1.1B | $0 | 26 | 0 |
| Jun 2023 | $1.1B | $1.1B | $0 | 26 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 26 | 0 |
| Mar 2022 | $1.1B | $1.1B | $7.6M | 18 | 0 |
| Feb 2022 | $1.1B | $1.1B | $7.6M | 18 | 0 |
| Nov 2021 | $936.1M | $932.7M | $3.4M | 20 | 0 |
| Oct 2021 | $936.1M | $932.7M | $3.4M | 20 | 0 |
| Aug 2021 | $936.1M | $932.7M | $3.4M | 20 | 0 |
| Jul 2021 | $936.1M | $932.7M | $3.4M | 20 | 0 |
| Apr 2021 | $936.1M | $932.7M | $3.4M | 20 | 0 |
| Mar 2021 | $936.1M | $932.7M | $3.4M | 20 | 0 |
| Nov 2020 | $729.3M | $725M | $4.4M | 15 | 0 |
| Sep 2020 | $729.3M | $725M | $4.4M | 15 | 0 |
| Aug 2020 | $729.3M | $725M | $4.4M | 15 | 0 |
| Jul 2020 | $729.3M | $725M | $4.4M | 15 | 0 |
| Jun 2020 | $729.3M | $725M | $4.4M | 15 | 0 |
| Apr 2020 | $729.3M | $725M | $4.4M | 15 | 0 |
| Apr 2020 | $729.3M | $725M | $4.4M | 15 | 0 |
| Mar 2020 | $729.3M | $725M | $4.4M | 15 | 0 |
| Oct 2019 | $592.7M | $587.9M | $4.8M | 15 | 0 |
| Sep 2019 | $592.7M | $587.9M | $4.8M | 15 | 0 |
| Mar 2019 | $592.7M | $587.9M | $4.8M | 15 | 0 |
| Apr 2018 | $576.9M | $541.9M | $35M | 13 | 0 |
| Mar 2018 | $576.9M | $541.9M | $35M | 13 | 0 |
| Jun 2017 | $468.8M | $426.1M | $42.7M | 12 | 300 |
| Mar 2017 | $468.8M | $426.1M | $42.7M | 12 | 300 |
| Mar 2016 | $454.7M | $408M | $46.7M | 14 | 300 |
| Mar 2015 | $450.8M | $429.7M | $21.1M | 14 | 300 |
| Dec 2014 | $451.6M | $451.2M | $478.2K | 14 | 300 |
| Jan 2014 | $451.6M | $451.2M | $478.2K | 14 | 300 |
| Jan 2014 | $451.6M | $451.2M | $478.2K | 14 | 300 |
| Nov 2013 | $381.6M | $381.1M | $529.7K | 13 | 300 |
| Mar 2013 | $381.6M | $381.1M | $529.7K | 13 | 300 |
| Jul 2012 | $337.6M | $336.9M | $703K | 11 | 200 |
| Feb 2012 | $337.6M | $336.9M | $703K | 11 | 200 |
| Mar 2011 | $360.6M | $360.3M | $306.2K | -- | -- |
| Jan 2011 | $324.5M | $324.1M | $357K | -- | -- |
| Sep 2010 | $324.5M | $324.1M | $357K | -- | -- |
| Sep 2009 | $339.4M | $333.9M | $5.5M | 10 | -- |
| Nov 2007 | $359.2M | $353.3M | $6M | 10 | -- |
| Sep 2007 | $359.2M | $353.3M | $6M | 10 | -- |
| Sep 2005 | $301.1M | $287.9M | $13.3M | 10 | -- |
| Nov 2003 | $308.4M | $308.4M | $0 | -- | -- |
| Oct 2001 | $77.8M | $77.8M | $0 | 5 | -- |
| Oct 2001 | $77.8M | $77.8M | $0 | 5 | -- |
| Jun 2001 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees26
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees26
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees26
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees26
Clients0
DateJul 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients0
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients0
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$7.6M
Employees18
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$7.6M
Employees18
Clients0
DateNov 2021
Total AUM$936.1M
Discretionary$932.7M
Non-Disc.$3.4M
Employees20
Clients0
DateOct 2021
Total AUM$936.1M
Discretionary$932.7M
Non-Disc.$3.4M
Employees20
Clients0
DateAug 2021
Total AUM$936.1M
Discretionary$932.7M
Non-Disc.$3.4M
Employees20
Clients0
DateJul 2021
Total AUM$936.1M
Discretionary$932.7M
Non-Disc.$3.4M
Employees20
Clients0
DateApr 2021
Total AUM$936.1M
Discretionary$932.7M
Non-Disc.$3.4M
Employees20
Clients0
DateMar 2021
Total AUM$936.1M
Discretionary$932.7M
Non-Disc.$3.4M
Employees20
Clients0
DateNov 2020
Total AUM$729.3M
Discretionary$725M
Non-Disc.$4.4M
Employees15
Clients0
DateSep 2020
Total AUM$729.3M
Discretionary$725M
Non-Disc.$4.4M
Employees15
Clients0
DateAug 2020
Total AUM$729.3M
Discretionary$725M
Non-Disc.$4.4M
Employees15
Clients0
DateJul 2020
Total AUM$729.3M
Discretionary$725M
Non-Disc.$4.4M
Employees15
Clients0
DateJun 2020
Total AUM$729.3M
Discretionary$725M
Non-Disc.$4.4M
Employees15
Clients0
DateApr 2020
Total AUM$729.3M
Discretionary$725M
Non-Disc.$4.4M
Employees15
Clients0
DateApr 2020
Total AUM$729.3M
Discretionary$725M
Non-Disc.$4.4M
Employees15
Clients0
DateMar 2020
Total AUM$729.3M
Discretionary$725M
Non-Disc.$4.4M
Employees15
Clients0
DateOct 2019
Total AUM$592.7M
Discretionary$587.9M
Non-Disc.$4.8M
Employees15
Clients0
DateSep 2019
Total AUM$592.7M
Discretionary$587.9M
Non-Disc.$4.8M
Employees15
Clients0
DateMar 2019
Total AUM$592.7M
Discretionary$587.9M
Non-Disc.$4.8M
Employees15
Clients0
DateApr 2018
Total AUM$576.9M
Discretionary$541.9M
Non-Disc.$35M
Employees13
Clients0
DateMar 2018
Total AUM$576.9M
Discretionary$541.9M
Non-Disc.$35M
Employees13
Clients0
DateJun 2017
Total AUM$468.8M
Discretionary$426.1M
Non-Disc.$42.7M
Employees12
Clients300
DateMar 2017
Total AUM$468.8M
Discretionary$426.1M
Non-Disc.$42.7M
Employees12
Clients300
DateMar 2016
Total AUM$454.7M
Discretionary$408M
Non-Disc.$46.7M
Employees14
Clients300
DateMar 2015
Total AUM$450.8M
Discretionary$429.7M
Non-Disc.$21.1M
Employees14
Clients300
DateDec 2014
Total AUM$451.6M
Discretionary$451.2M
Non-Disc.$478.2K
Employees14
Clients300
DateJan 2014
Total AUM$451.6M
Discretionary$451.2M
Non-Disc.$478.2K
Employees14
Clients300
DateJan 2014
Total AUM$451.6M
Discretionary$451.2M
Non-Disc.$478.2K
Employees14
Clients300
DateNov 2013
Total AUM$381.6M
Discretionary$381.1M
Non-Disc.$529.7K
Employees13
Clients300
DateMar 2013
Total AUM$381.6M
Discretionary$381.1M
Non-Disc.$529.7K
Employees13
Clients300
DateJul 2012
Total AUM$337.6M
Discretionary$336.9M
Non-Disc.$703K
Employees11
Clients200
DateFeb 2012
Total AUM$337.6M
Discretionary$336.9M
Non-Disc.$703K
Employees11
Clients200
DateMar 2011
Total AUM$360.6M
Discretionary$360.3M
Non-Disc.$306.2K
Employees--
Clients--
DateJan 2011
Total AUM$324.5M
Discretionary$324.1M
Non-Disc.$357K
Employees--
Clients--
DateSep 2010
Total AUM$324.5M
Discretionary$324.1M
Non-Disc.$357K
Employees--
Clients--
DateSep 2009
Total AUM$339.4M
Discretionary$333.9M
Non-Disc.$5.5M
Employees10
Clients--
DateNov 2007
Total AUM$359.2M
Discretionary$353.3M
Non-Disc.$6M
Employees10
Clients--
DateSep 2007
Total AUM$359.2M
Discretionary$353.3M
Non-Disc.$6M
Employees10
Clients--
DateSep 2005
Total AUM$301.1M
Discretionary$287.9M
Non-Disc.$13.3M
Employees10
Clients--
DateNov 2003
Total AUM$308.4M
Discretionary$308.4M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--