Abundant Wealth Partners, LLC: new SEC registration, $103M AUM, Santa Barbara, CA
Abundant Wealth Partners, LLC (Santa Barbara, California): new SEC registration, $103M AUM, Santa Barbara, CA. Its amount of 103 is below the median of 134 (14th percentile). Dated 297 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 103 · 14th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Abundant Wealth Partners, LLC |
| Legal name | Abundant Wealth Partners, LLC |
| CRD | 317221 |
| Status | Approved |
| Registered with the SEC | 2026-01-12 |
| Latest Form ADV filing | 2026-03-12 |
| Location | Santa Barbara, CA, United States |
| Regulatory AUM | $103,183,113 |
| Accounts | 156 |
| Employees | 2 |
| Website | HTTP://WWW.ABUNDANTWP.COM |
| amount percentile | 14th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Abundant Wealth Partners, LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Abundant Wealth Partners, LLC's amount: 14th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $103M under management.
- Website on file.
What is the NewRiaPulse record for Abundant Wealth Partners, LLC in Santa Barbara, California?
Abundant Wealth Partners, LLC received SEC registration as an investment adviser (2026-01-12) with $103,183,113 in regulatory assets under management, based in Santa Barbara, CA.
How does Abundant Wealth Partners, LLC compare to other California NewRiaPulse records?
Its amount of 103 is below the median (14th percentile); smaller records often move faster and face less competition. It is 297 days old; check the official source for later updates before acting.
Abundant Wealth Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Abundant Wealth Partners, LLC | Santa Barbara, CA | 103 | 14th | 2026-01-12 |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.