RIA Intelligence

ABOUND WEALTH MANAGEMENT, LLC

CRD #285903 SEC #801-108697 FRANKLIN, TN 615-226-3667
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
34
Clients
--
Accounts
4,104

AUM Over Time

DateNov 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees34
Clients18
DateJun 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees34
Clients18
DateMay 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees34
Clients18
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees34
Clients18
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees31
Clients17
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees31
Clients17
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees31
Clients17
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees31
Clients17
DateJan 2024
Total AUM$787.2M
Discretionary$787.2M
Non-Disc.$0
Employees26
Clients18
DateNov 2023
Total AUM$787.2M
Discretionary$787.2M
Non-Disc.$0
Employees26
Clients18
DateJul 2023
Total AUM$787.2M
Discretionary$787.2M
Non-Disc.$0
Employees26
Clients18
DateJun 2023
Total AUM$787.2M
Discretionary$787.2M
Non-Disc.$0
Employees26
Clients18
DateFeb 2023
Total AUM$787.2M
Discretionary$787.2M
Non-Disc.$0
Employees26
Clients18
DateJan 2023
Total AUM$791.4M
Discretionary$758.6M
Non-Disc.$32.8M
Employees20
Clients0
DateMar 2022
Total AUM$791.4M
Discretionary$758.6M
Non-Disc.$32.8M
Employees19
Clients0
DateJan 2022
Total AUM$501.4M
Discretionary$474.9M
Non-Disc.$26.5M
Employees18
Clients0
DateJan 2022
Total AUM$501.4M
Discretionary$474.9M
Non-Disc.$26.5M
Employees18
Clients0
DateAug 2021
Total AUM$501.4M
Discretionary$474.9M
Non-Disc.$26.5M
Employees16
Clients0
DateJun 2021
Total AUM$501.4M
Discretionary$474.9M
Non-Disc.$26.5M
Employees16
Clients0
DateApr 2021
Total AUM$501.4M
Discretionary$474.9M
Non-Disc.$26.5M
Employees16
Clients0
DateMar 2021
Total AUM$501.4M
Discretionary$474.9M
Non-Disc.$26.5M
Employees16
Clients0
DateJan 2021
Total AUM$334.1M
Discretionary$311.9M
Non-Disc.$22.2M
Employees13
Clients0
DateJul 2020
Total AUM$334.1M
Discretionary$311.9M
Non-Disc.$22.2M
Employees13
Clients0
DateJul 2020
Total AUM$334.1M
Discretionary$311.9M
Non-Disc.$22.2M
Employees13
Clients0
DateJun 2020
Total AUM$334.1M
Discretionary$311.9M
Non-Disc.$22.2M
Employees13
Clients0
DateFeb 2020
Total AUM$334.1M
Discretionary$311.9M
Non-Disc.$22.2M
Employees12
Clients0
DateJan 2020
Total AUM$229.3M
Discretionary$209.8M
Non-Disc.$19.5M
Employees8
Clients0
DateOct 2019
Total AUM$229.3M
Discretionary$209.8M
Non-Disc.$19.5M
Employees8
Clients0
DateSep 2019
Total AUM$229.3M
Discretionary$209.8M
Non-Disc.$19.5M
Employees9
Clients0
DateMay 2019
Total AUM$229.3M
Discretionary$209.8M
Non-Disc.$19.5M
Employees8
Clients0
DateApr 2019
Total AUM$229.3M
Discretionary$209.8M
Non-Disc.$19.5M
Employees8
Clients0
DateFeb 2019
Total AUM$229.3M
Discretionary$209.8M
Non-Disc.$19.5M
Employees8
Clients0
DateJan 2019
Total AUM$179.2M
Discretionary$163.3M
Non-Disc.$15.9M
Employees7
Clients0
DateFeb 2018
Total AUM$179.2M
Discretionary$163.3M
Non-Disc.$15.9M
Employees7
Clients0
DateJul 2017
Total AUM$125.9M
Discretionary$111.9M
Non-Disc.$14M
Employees6
Clients0
DateApr 2017
Total AUM$125.9M
Discretionary$111.9M
Non-Disc.$14M
Employees6
Clients0
DateFeb 2017
Total AUM$125.9M
Discretionary$111.9M
Non-Disc.$14M
Employees6
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0