Abundance Advisers

Abundance Advisers (CRD# 142220) is a financial advisory firm headquartered in San Leandro, CA. They manage $19,698,441 in 189 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $104,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Abundance Advisers
Showing 1 - 2 of 2 top financial advisors.
1
Daven S. Sharma
CRD#: 1865424
15200 Hesperian Blvd., Suite 202, San Leandro, CA 94578
90
Wealthminder
score

Daven Sharma (CRD# 1865424) is an Investment Advisor Representative working at Abundance Advisers in San Leandro, CA and has 1 year of experience in the finance industry. Daven Sharma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Aalok Devkota
CRD#: 6723711
15200 Hesperian Blvd., Suite 202, San Leandro, CA 94578
88
Wealthminder
score

Aalok Devkota (CRD# 6723711) is an Investment Advisor Representative working at Abundance Advisers in San Leandro, CA and has over 2 years of experience in the finance industry.

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