SourcingSourcing

ABOUND WEALTH MANAGEMENT, LLC

C31
CRD 285903·SEC 801-108697·FRANKLIN, TN
AUM
$1.95B
$1B+
Est. Revenue
$19.5M
@ 1% on AUM
Est. EBITDA
$5.8M
@ 30% margin
Est. Deal Value
$46.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABOUND WEALTH MANAGEMENT, LLC
CRD
285903
SEC file #
801-108697
EIN
—
DBA names
—

Economics

AUM
$1.95B
AUM band
$1B+
AUM trajectory
'20'26
$229.3M → $1.95B▲ +750%
Client mix
Individuals High Net Worth640
Individuals Other274
Pension Profit Sharing Plans22

Operations

Employees (total)
41
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'20'26
5 advisors → 26 advisors▲ +420%
Primary office
FRANKLIN TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/abound-wealth-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRESTON, JOHN, BRIAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PRESTON, JOHN, BRIAN
HANSON, BO, BARRET
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:abound.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
12
Form 5500 Total Compensation
257,318
Form 5500 Compensation Trajectory 3y
2025257,318
Form 5500 Plan Count Trajectory 3y
202512
Schedule C Total Compensation
257,318
Schedule C Service Provider Rows
12

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2923095
Trust Company Affiliate
No

People (14)

14
PRESTON, JOHN, BRIAN
IAR · Direct Owner · 87.5%
2923095
HANSON, BO, BARRET
IAR · Direct Owner · 17.5%
5348292
Christopher Patrick Pramas
IAR
8016518
Nicholas Stephen Melo Bryan
IAR
7970040
Eric Scott Baer
IAR
7225595
MATTHEW D HOFFNER
IAR
5925929
CARTER WILSON THOMAS
IAR
6102891
Jonah Wesley Paul
IAR
8184890
Grace Barr Lewis
IAR
7969950
STEPHEN TODD GENTZLER
IAR
6411372
Eric John Hale
IAR
7250694
Andrew Creighton Dodd
IAR
7064619
Hannah Elizabeth Lindsey
IAR
7466771
Breanne Coffey McManus
IAR
6644518