Abacus Wealth Partners

Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $2,148,765,927 in 5,395 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,149
    MILLION
  • Total Number of Accounts
    5,395
    ACCOUNTS
  • Average Account Value
    $398,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI

Financial Advisors at Abacus Wealth Partners
Showing 11 - 20 of 43 top financial advisors.
11
Brenda S. Chatman
CRD#: 5474011
Sebastopol, CA 95472

Brenda Chatman (CRD# 5474011) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 11 years of experience in the finance industry.

12
Jason M. Cole
CRD#: 3211818
Philadelphia, PA 19103

Jason Cole (CRD# 3211818) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 20 years of experience in the finance industry. Jason Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

13
Jana E. Davis
CRD#: 4982445
Santa Monica, CA 90401

Jana Davis (CRD# 4982445) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 14 years of experience in the finance industry. Jana Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
David A. Dewolf
CRD#: 4989155
Culver City, CA 90230

David Dewolf (CRD# 4989155) is an Investment Advisor Representative working at Abacus Wealth Partners in Culver City, CA and has over 13 years of experience in the finance industry.

15
John D. Eing
CRD#: 6480695
Santa Monica, CA 90401

John Eing (CRD# 6480695) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 3 years of experience in the finance industry.

16
Eileen S. Freiburger
CRD#: 1313381
Santa Monica, CA 90401

Eileen Freiburger (CRD# 1313381) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 34 years of experience in the finance industry. Eileen Freiburger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

17
Darius G. Gagne
CRD#: 2886373
Culver City, CA 90230

Darius Gagne (CRD# 2886373) is an Investment Advisor Representative working at Abacus Wealth Partners in Culver City, CA and has over 19 years of experience in the finance industry. Darius Gagne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

18
Kari J. Glosser
CRD#: 5895939
Santa Monica, CA 90401

Kari Glosser (CRD# 5895939) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry. Kari Glosser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

19
Elizabeth J. Greulich
CRD#: 6530952
Santa Monica, CA 90401

Elizabeth Greulich (CRD# 6530952) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 3 years of experience in the finance industry.

20
Wende M. Headley
CRD#: 6236175
Santa Monica, CA 90401

Wende Headley (CRD# 6236175) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 4 years of experience in the finance industry.

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