9AT: ABBONDANDOLO WEALTH MANAGEMENT CORP

Adviser Profile

As of Date	01/23/2026
Registration	SEC, Approved, 02/18/2014
Other registrations (1)	New York, Terminated, 02/25/2014
ADV Location	GLEN COVE, NY, United States
Contact Info	516 xxxxxxx
Websites

AUM^*	112,465,643 24%
of that, discretionary	0
Number of Employees	1 -67%
of those in investment advisory functions	1 -67%
Private Fund GAV^*	0
Avg Account Size	292,879 -32%
% High Net Worth	21.85% 93%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ACA/PRUDENT INVESTORS PLANNING CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM351.4m	#Funds-
Adviser MONK, STAN	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM76.2m	#Funds-
Adviser GRADIENT WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM607.9m	#Funds-
Adviser SNAVELY ASSOCIATES FINANCIAL SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM182.6m	#Funds-
Adviser HORNOR, TOWNSEND & KENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM9.0b	#Funds-
Adviser COMPREHENSIVE FINANCIAL PLANNING INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM176.0m	#Funds-
Adviser PRINCIPLED ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM15.0m	#Funds-
Adviser RICHARD G. SLATER	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM114.1m	#Funds-
Adviser DONALD W. NICHOLSON & ASSOCIATES LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM171.2m	#Funds-
Adviser KAHN FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM122.6m	#Funds-

Brochure Summary

Overview

A. Description of the Advisory Firm B. Types of Advisory Services 5 AWM offers the same suite of services to all of its clients. However, specific client investment strategies and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan to aid in the selection of a portfolio that matches restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent AWM from properly servicing the client account, or if the restrictions would require AWM to deviate from its standard suite of services, AWM reserves

the right to end the relationship. AWM does not participate in wrap fee programs. As of December 2022, our clients’ assets under management totaled $ 81,099,235 which were comprised as followed: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $0.00 $81,099,235 December 2022 AWM is a fee-only investment advisor. We do not receive compensation from any investment vehicle. We have no soft dollar arrangements (see item 12) with any money manager or broker-dealer. We receive fees solely from our clients and therefore are free from any potential conflicts of interest that other forms of compensation might create. C. Client Tailored Services and Client Imposed Restrictions D. Wrap Fee Programs E. Amounts Under Management

ABBONDANDOLO WEALTH MANAGEMENT CORP

ABBONDANDOLO WEALTH MANAGEMENT CORP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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ABBONDANDOLO WEALTH MANAGEMENT CORP ABBONDANDOLO WEALTH MANAGEMENT CORP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ABBONDANDOLO WEALTH MANAGEMENT CORP

ABBONDANDOLO WEALTH MANAGEMENT CORP