Abacus Wealth Partners
Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $3,137,060,878 in 5,804 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management3,137MILLION
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Total Number of Accounts5,804ACCOUNTS
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Average Account Value$540,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
Kelly Acheson (CRD# 6076207) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 10 years of experience in the finance industry.
Kathleen Barron-Alicante (CRD# 7002732) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 6 years of experience in the finance industry.
Emily Benedetto (CRD# 6849355) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 6 years of experience in the finance industry.
Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 7 years of experience in the finance industry.
Gabriel Brenner (CRD# 2675337) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 28 years of experience in the finance industry.
Brian Canning (CRD# 5602008) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 15 years of experience in the finance industry.
Brenda Chatman (CRD# 5474011) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 16 years of experience in the finance industry.
Jana Davis (CRD# 4982445) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 19 years of experience in the finance industry.
Neela Hummel (CRD# 5842369) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 13 years of experience in the finance industry.
Brenton Kessel (CRD# 2826946) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.