RIA Intel›Advisers›Indiana›ABOUND WEALTH STRATEGIES, LLC

ABOUND WEALTH STRATEGIES, LLC

Advisory

INDIANAPOLIS, IN

Data as of Apr 3, 2026 · Source: SEC Form ADV

Average account

$203K

across 68 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$152K

Discretionary %98.9%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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$13M

ABOVE & BEYOND INVESTMENTS, LLC

BLOOMINGTON, IN

$13M

FORTRESS CAPITAL ADVISORS LLC

$14M

THE OTHER 90 FINANCIAL, LLC

$15M

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