Yochanan Hershoff
Investment adviser representative at Abound Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Abound Wealth Management, LLCJun 2022 to now
- Scott Latz CpaOct 2021 to Apr 2022
- Yedei ChesedMar 2020 to Jun 2022
- Jack Berkowitz CpaFeb 2020 to Oct 2021
- UnemployedNov 2019 to Feb 2020
- Israel Defense ForcesMar 2017 to Nov 2019
- Personal Cleaning ServicesJul 2016 to Nov 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Abound Wealth Management, LLC
$1.9BAssets managed
936Clients
16Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8297845
- Firm CRD
- 285903