BOUNTIFUL INVESTMENT MANAGEMENT LLC
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About the firm
At Bountiful Investment Management LLC ("Bountiful"), we believe in building relationships with our clients — not holding one-sided conversations. Our mission is to connect with clients personally and professionally so they are not alone in their financial decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, including portfolio management and retirement portfolio assessment, available in person, online, or over the phone.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 551 | $133M |
| High Net Worth Individuals | 9 | $28M |
| 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 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $1,000,000 | 1.00% |
| $1,000,001 – $3,000,000 | 0.95% |
| $3,000,001 – $5,000,000 | 0.85% |
| $5,000,001 – $10,000,000 | 0.75% |
| $10,000,001 and Above | 0.50% |
Data as of March 11, 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. BOUNTIFUL INVESTMENT MANAGEMENT LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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