ABBONDANDOLO WEALTH MANAGEMENT CORP
SEC RegisteredTrusted Advisors Since 1997
About the firm
Abbondandolo Wealth Management is dedicated to providing investment management and strategic wealth planning. Their mission is to take the complexity out of wealth management and provide straightforward advice to guide clients towards their goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, tax planning, asset management, and planning for business owners.
Who they serve
First-time investors, those preparing for retirement, business owners, executives, and independent professionals, as well as next-generation clients seeking strategies for life milestones.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 186 | $43M |
| High Net Worth Individuals | 52 | $69M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.90% |
| $2,000,001 - $3,000,000 | 0.80% |
| $3,000,001 - $4,000,000 | 0.70% |
| $4,000,001 - $5,000,000 | 0.60% |
| Above $5,000,000 | 0.50% |
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ABBONDANDOLO WEALTH MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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