Abundant Wealth Partners, LLC

Abundant Wealth Partners, LLC (CRD# 317221) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $73,120,150 in 136 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4961 La Gama Way, Santa Barbara, CA 93111
http://www.abundantwp.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $537,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Abundant Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aaron Ritter, financial advisor Santa Barbara CA
Aaron D. Ritter
CRD#: 5175154
4961 La Gama Way, Santa Barbara, CA 93111

Aaron Ritter (CRD# 5175154) is an Investment Advisor Representative working at Abundant Wealth Partners, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

2
Kristen Ritter, financial advisor Santa Barbara CA
Kristen Ritter
CRD#: 7452824
4961 La Gama Way, Santa Barbara, CA 93111

Kristen Ritter (CRD# 7452824) is an Investment Advisor Representative working at Abundant Wealth Partners, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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