Abundant Wealth Management
Financial Services • 
Dallas, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 17330 Preston Rd, Suite 200D, Dallas, Texas 75252, US |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Abundant Wealth Management
Eric Lardner
President
About Abundant Wealth Management
Abundant Wealth Management (AWM) services the pre-retiree (within 10 years of retirement) and retiree market as Retirement Income Specialists. Services include financial planning, investments, insurance, asset preservation, Medicare Advantage and Medicare Supplements. As a fiduciary, AWM works closely with clients to help maximize retirement income with a focus on the needs and best interests of clients first and foremost. AWM is dedicated to the core principals of trust and integrity. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Abundant Wealth Management and Sound Income Strategies, LLC are not associated entities. Sec.gov
Abundant Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Abundant Wealth Management has never raised funding before.
Abundant Wealth Management Tech Stack
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Programming languages
Ireland
Canada
Australia
Spain
Frequently asked questions
4.8
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