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NANCY LEA ABER

Advisory

FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL
#1,821
of 2,610 advisers by AUM
Average account
$3M
across 11 accounts
AUM per adviser
$31M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

SOVEREIGN PRIVATE WEALTH, INC.
CLEARWATER, FL
$31M
+53.8% 1Y
DURBIN FINANCIAL ADVISORS, INC.
LAKEWOOD RANCH, FL
$31M
+3.2% 1Y
NATHAN G. HANNA, LLC
PALM HARBOR, FL
$31M
VIM WEALTH MANAGEMENT, LLC
CORAL GABLES, FL
$31M
WM ADVISORS USA LLC
$31M
GLADE CAPITAL MANAGEMENT LP
WEST PALM BEACH, FL
$31M

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