9AT: ABBONDANDOLO WEALTH MANAGEMENT CORP

ABBONDANDOLO WEALTH MANAGEMENT CORP

ABBONDANDOLO WEALTH MANAGEMENT CORP

Adviser Profile

As of Date	07/24/2026
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^*	125,093,257 37%
of that, discretionary	125,093,257 100%
Number of Employees	1 -67%
of those in investment advisory functions	1 -67%
Private Fund GAV^*	0
Avg Account Size	512,677 19%
% High Net Worth	16.80% 48%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

112M 96M 80M 64M 48M 32M 16M

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

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