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Abundant Wealth Partners, LLC CRD 317221
$103M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4961 La Gama Way, Santa Barbara, CA 93111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santa Barbara Unified School District | Santa Barbara | CA | 08/2008 | 06/2020 |
| N/A | Santa Barbara | CA | 06/2020 | 12/2021 |
| Abundant Wealth Partners | Santa Barbara | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
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