Aaron D. Ritter

ABUNDANT WEALTH PARTNERS

Santa Barbara, CA 93111

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CRD#: 5175154

Professional summary

Aaron David Ritter, CFP® is a registered financial advisor currently at ABUNDANT WEALTH PARTNERS, LLC located in Santa Barbara, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Aaron has worked at 5 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Avalan LLC, investment related, 233 E CARILLO Santa Barbara, CA. Aaron Ritter is a also an independent contractor for Avalan, as an Investment Advisor Representative. 09/2017. Mr. Ritter is receiving quarterly note payments from West Coast Financial that are tied to his equity purchase agreement with West Coast Financial. Quarterly note payments began in October 2016 and will be paid off by October 2026, per their agreement.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron David Ritter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

December 23, 2021 - Present

ABUNDANT WEALTH PARTNERS, LLC

Office #1: 4961 La Gama Way, Santa Barbara, CA 93111

RIA

CRD#: 317221

Santa Barbara, CA

Past

September 25, 2017 - December 31, 2021

AVALAN, LLC

RIA

CRD#: 156109

SANTA BARBARA, CA

Past

July 22, 2016 - November 16, 2017

ABUNDANT WEALTH PARTNERS, LLC

RIA

CRD#: 284533

SANTA BARBARA, CA

Past

February 14, 2011 - June 21, 2016

WEST COAST FINANCIAL, LLC

RIA

CRD#: 104677

SANTA BARBARA, CA

Past

September 4, 2006 - September 22, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 9/1/2006

General Securities Representative Examination

Current Firm

ABUNDANT WEALTH PARTNERS, LLC

CRD#: 317221 / SEC#: 801-134612

California

Registered Investment Advisory firm - (12/23/2021 Approved)

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Contact information

Main Address

4961 La Gama Way, Santa Barbara, CA 93111

Mailing Address

Phone number

(805) 451-9131

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ABUNDANT WEALTH PARTNERS - ADV PART 2A/2B DISCLOSURE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 103,183,113

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Aaron D. Ritter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron David Ritter's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABUNDANT WEALTH PARTNERS, LLC

AVALAN, LLC

ABUNDANT WEALTH PARTNERS, LLC

WEST COAST FINANCIAL, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 9/1/2006

Current Firm

ABUNDANT WEALTH PARTNERS, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABUNDANT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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