Investment adviser · CRD 111740

ABUNDANCE WEALTH COUNSELORS, LLC

Investment adviser filing (IA)

STATE COLLEGE, PA, United States · Form ADV filed Feb 23, 2026

Regulatory AUM
$1.56B
Form ADV · Item 5.F
Client accounts
1,711
Accounts, not individual clients
Employees
30
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals209$1,027,073,31165.7%
Retirement plans57$296,838,68919.0%
Corporations & businesses13$90,589,7925.8%
Pooled investment vehicles2$77,631,5705.0%
Individuals230$71,900,5234.6%
Filing source

Form ADV 2051930 · Feb 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FOUNDATION PREMIUM INCOME FUND, LPHedge Fund · Last reported Feb 23, 2026$54.2MGross asset value
Fund administrator UMB FUND SERVICES MILWAULKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY
PCAOB 673

Fund details & source
Fund ID
805-3888958714
Reported beneficial owners
85
Minimum commitment
$250K
Form D file number
021-380712

Form ADV 2051930 · Feb 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FOUNDATION GLOBAL INFRASTRUCTURE FUND, LPHedge Fund · Last reported Feb 23, 2026$19.7MGross asset value
Fund administrator UMB FUND SERVICES MILWAULKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY ENGLEWOOD, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY
PCAOB 673

Fund details & source
Fund ID
805-3569802939
Reported beneficial owners
30
Minimum commitment
$250K
Form D file number
021-428598

Form ADV 2051930 · Feb 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

232 REGENT COURT
STATE COLLEGE, PA, 16801, United States

CRD 111740

Filing source

Form ADV 2051930 · Feb 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.