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
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
Lara Lamb (CRD# 4467601) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.
Jessica Lu (CRD# 6146086) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 11 years of experience in the finance industry.
Kasey McManis (CRD# 6892306) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 5 years of experience in the finance industry.
Susan Olson (CRD# 6302750) 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.
Kathryn Peyton (CRD# 6708536) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 7 years of experience in the finance industry.
Barrett Porter (CRD# 4257687) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 23 years of experience in the finance industry.
Matthew Rivera (CRD# 5671220) is an Investment Advisor Representative working at Abacus Wealth Partners in San Carlos, CA and has over 14 years of experience in the finance industry.
Lael Robinson (CRD# 6560117) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 8 years of experience in the finance industry.
Spencer Sherman (CRD# 1609423) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 37 years of experience in the finance industry.
Mary Storjohann (CRD# 4798603) 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.