Abundance Wealth Counselors, LLC

Overview

Abundance Wealth Counselors, LLC is an SEC registered investment adviser based in State College, PA, registered since 2001. It reports $1.6B in assets under management across 1,711 accounts, with 30 employees. It has 9 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

100%

Accounts

1,711

Average account

$914K

Employees

30

Advisory reps

9

Registered since

2001

Jurisdictions

15

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Ryan Ohlson Chief Compliance Officer CRD 8053557

Advisory reps 3 of 9

• Toner Shaw Corl Investment Adviser Rep CRD 7717382
• Richard F Defluri Insurance Agent · Investment Adviser Rep CRD 851214
• Jamie Lee Felker Insurance Agent · Investment Adviser Rep CRD 5769657

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

232 Regent Ct
State College, PA 16801

County

Centre

Metro area

State College, PA

Region

Northeast

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: abundancellc.com

Every state, with registration dates

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