Abound WealthAdvisory team dashboard

Client book

Households, assets and retention across the firm, from Tamarac.

Updated 2026-10-16
1,075 Primary relationships, 2 still onboarding
$2.46B Primary client AUM
$1.7M Median household
270 Onboarded in the last 12 months
94.9% Household retention, 12 months (43 lost of 846)
794 Support relationships
281 Primary with no support advisor, holding $366.9M

By team

Primary relationships only, so households divide once and the AUM adds up to the firm. Leadership is shown because it is nearly a third of the book.

AdvisorPrimarySupportPrimary AUMUnsupported AUMMedian hhNew 12moRetention
Team 17 advisors242259$430.4M$103.9M95 households$1.3M8792.8%12 lost of 167 held
Team 27 advisors301277$583.4M$74.5M70 households$1.6M9594.9%11 lost of 217 held
Team 36 advisors2172 onboarding226$308.8M$66.6M61 households$1.3M7493.4%10 lost of 151 held
LeadershipBo, Carter, Brian31532$1.14B$121.8M55 households$2.7M1496.8%10 lost of 311 held

Clients added and lost

Households joining and leaving in each calendar year, with the closing book. The bar is net new. The five households that have signed but not yet funded carry no inception date, so they appear in no year rather than being assigned a guessed one.

YearAddedLostNetBook
2019+67−7+60250
2020+78−10+68318
2021+102−10+92410
2022+134−11+123533
2023+115−24+91624
2024+121−26+95719
2025+213−36+177898
2026 part year+217−41+1761,074

By advisor

In roster order: Team Leader, Principal, Primary Advisor, then Support, and by tenure inside each role. An advisor early in building a book shows few primary relationships and many support ones, which is the shape of the role rather than a result.

Team 1PrimarySupportPrimary AUMUnsupported AUMMedian hhNew 12moRetention
Eric HaleTeam Leader8439$231.7M$29.8M17 households$2.5M694.0%5 lost of 83 held
Steve GentzlerPrincipal6131$99.2M$31.3M27 households$1.3M1691.8%4 lost of 49 held
Grace LewisPrimary Advisor4640$50.1M$21.9M26 households$937K2894.7%1 lost of 19 held
Pat PramasPrimary Advisor5149$49.4M$21.0M25 households$898K3787.5%2 lost of 16 held
Nicki SechristSupport Advisor—44—————0 lost of 0 held
Jordan RehkowSupport Advisor—31—————0 lost of 0 held
Eli WeberSupport Advisor—25—————0 lost of 0 held
Team 2PrimarySupportPrimary AUMUnsupported AUMMedian hhNew 12moRetention
Eric BaerTeam Leader9920$212.1M$15.2M12 households$1.9M2094.0%5 lost of 84 held
Matt HoffnerPrincipal7226$196.4M$4.5M4 households$2.4M996.9%2 lost of 65 held
Hannah LindseyPrincipal9644$151.0M$35.9M26 households$1.3M3294.1%4 lost of 68 held
Jonah PaulPrimary Advisor2646$19.6M$15.4M21 households$732K26—0 lost of 0 held
James PoulsenPrimary Advisor843$4.4M$3.6M7 households$548K8—0 lost of 0 held
Ron PraunerSupport Advisor—74—————0 lost of 0 held
Rogelio VazquezSupport Advisor—24—————0 lost of 0 held
Team 3PrimarySupportPrimary AUMUnsupported AUMMedian hhNew 12moRetention
Breanne McManusTeam Leader831 onboarding44$144.8M$16.3M11 households$1.7M1392.0%6 lost of 75 held
Andy DoddPrincipal6641$98.0M$20.7M14 households$1.3M2297.8%1 lost of 45 held
Nick BryanPrimary Advisor591 onboarding36$61.7M$26.1M28 households$1.0M3090.3%3 lost of 31 held
Yochanan HershoffPrimary Advisor941$4.3M$3.6M8 households$507K9—0 lost of 0 held
Taylor GummSupport Advisor—43—————0 lost of 0 held
Greg Mech PazSupport Advisor—21—————0 lost of 0 held
LeadershipPrimarySupportPrimary AUMUnsupported AUMMedian hhNew 12moRetention
Bo HansonOutside the three teams147—$503.3M$91.2M36 households$2.8M494.7%8 lost of 151 held
Carter ThomasOutside the three teams13032$487.0M$30.7M19 households$2.6M1098.4%2 lost of 122 held
Brian PrestonOutside the three teams38—$149.5M—$3.5M—100.0%0 lost of 38 held

How to read this

details
  • coverageUnsupported means the advisor is Primary and no Secondary is named. It is the one figure here that points at something to do: it is key-person risk and a service gap at the same time.
  • countingSupport relationships are counted, not valued. The AUM behind a support relationship is already someone else's primary AUM, so putting a dollar figure on it invites adding the same client money twice. Firm primary AUM is the firm's AUM. Unsupported AUM is a slice of it, counted once.
  • countingMedian household and retention are primary only. Neither is moved by a support relationship, so an advisor supporting a large book does not inherit its median or its departures.
  • counting2 households have signed but not funded. They count as relationships and are left out of the median, where a zero would drag the figure down and misrepresent the book.
  • limitRetention counts households, never dollars. A closed household's value in Tamarac is today's value, which is zero for almost all of them, so the balance at the time of departure is not in the export. Lost AUM would look precise and mean nothing.
  • countingThe retention denominator is the book as it stood twelve months ago, not the book today. Clients gained since then are excluded, because you cannot retain someone you did not have, and clients lost are in the denominator even though they are gone. An advisor who has grown fast will show a small denominator: it is the size of the book that was at risk, not the size of the book.
  • limitA retention rate on fewer than 25 households is greyed. Below that a single departure moves it several points, which reads as performance and is not.
  • scopeLeadership is in the firm figures, not the team pages. Bo, Carter and Brian hold books outside the three teams. Their households count toward every firm total and average here.
  • sourceTamarac export, Dashboard_View_-_w_Closed_2026-10-16.csv. One row per household, closed accounts included. Unlike the prospecting pages this does not refresh itself yet.