Abundance Wealth Counselors, LLC
abundancellc.com Direct + LP
Abundance Wealth Counselors is an investment advisory firm and fiduciary that provides portfolio management, family office, and retirement planning services. It also offers private investment opportunities, many focused on commercial and development real estate, and invests in outside fund managers.
Abundance Wealth Counselors, LLC is an asset manager headquartered in State College, United States, founded in 2001. It invests both directly in companies and in funds as a limited partner, in commercial real estate and development real estate.
“Many of our private investments are focused on commercial and development real estate. Abundance believes that commercial and development real estate is a lucrative area for investment opportunities, aligning well with our experience.”
— Abundance Wealth Counselors, LLC, own website
- Layer
- Direct + LP
- Type
- Asset manager
- Stage
- Not applicable
- Headquarters
- State College, United States
- Sectors
- commercial real estate, development real estate
- Founded
- 2001
Team, as Abundance Wealth Counselors, LLC publishes it
- Aaron Huey Senior Portfolio Manager
- Aaron Krasney, CFP®, AIF® Wealth Counselor
- Alex Boeckel Financial Operations Specialist
- Amy Henning Executive Adminstrator
- Ann Mallison, JD, MBA, AIF® Chief Experience Officer, Wealth Counselor
- Brandon Scott Retirement Plan Manager
- Brooke Stover Client Relationship Manager
- Cheryl L. Bartram Financial Officer
- Derek W. Varner, CFA, CAIA, CIPM Abundance Investment Committee
- Gary F. Weltmann, JD Insurance Counselor
- Geoffrey P. Caber, AIF® Abundance Investment Committee
- Gwen Miller Client Concierge
Names and roles exactly as listed on abundancellc.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Abundance Wealth Counselors, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://abundancellc.com/name, hq_country, hq_city, status, confidence
- https://abundancellc.com/investment-services/is_investor, sectors, thesis_quote, thesis_quote_page
- https://abundancellc.com/about-us/layer, type, description, founded
- https://abundancellc.com/the-abundance-team/people
Record 8349 · added 2026-09-29 · link last verified 2026-10-21 · confidence medium
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