ABOUND WEALTH MANAGEMENT, LLC

FRANKLIN, Tennessee·2 registered advisors·CRD# 285903
SEC# 801-1086970615-226-3667
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Other: FEES FOR SPEAKING ENGAGEMENTS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ABOUND WEALTH MANAGEMENT, LLC

2 registered advisors
Bo Barret Hanson
FRANKLIN, Tennessee
John Brian Preston
FRANKLIN, Tennessee
05

Office Locations

FRANKLIN, Tennessee
2 advisors

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Data sourced from SEC Form ADV filings. ABOUND WEALTH MANAGEMENT, LLC (CRD# 285903) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.