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Abundance Wealth Counselors, LLC CRD 111740
$1.56B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
232 Regent Court, State College, PA 16801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-03 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-22 |
| PA | RA | APPROVED | 2021-10-08 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
801-1 Pike Street, Lemont, PA 16851 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-29 |
Branch Locations
801-1 Pike Street, Lemont, PA 16851 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bucknell University | Lewisburg | PA | 01/2015 | 02/2021 |
| Investment Research Partners | Lemont | PA | 02/2021 | Present |
| Avail Investment Partners | Lemont | PA | 09/2021 | Present |
| Abundance Wealth Counselors | State College | PA | 08/2022 | Present |
Investment Research Partners, LLC Partner Registered Investment Advisor 02/2021 Avail Investment Partners, LLC Partner Registered Investment Advisor 08/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-28 |
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