Abacus Wealth Partners
Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $2,834,445,228 in 5,553 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management2,834MILLION
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Total Number of Accounts5,553ACCOUNTS
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Average Account Value$510,435
- 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, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA
Chrysantha Cosby (CRD# 6431220) 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.
Tiesha Cullins (CRD# 7392452) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 2 years of experience in the finance industry.
Mary-beth Demers (CRD# 7478139) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 2 years of experience in the finance industry.
Hannah Entenman (CRD# 7392446) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 2 years of experience in the finance industry.
Elise Faur (CRD# 7610642) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.
Joann Gardsbane (CRD# 7296649) is an Investment Advisor Representative working at Abacus Wealth Partners in Calabasas, CA and has over 3 years of experience in the finance industry.
Byron Gurzo (CRD# 7332877) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 2 years of experience in the finance industry.
Christopher Habib (CRD# 6805793) 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.
Melissa Hertz (CRD# 4507026) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 2 years of experience in the finance industry.
Uchechi Kalu (CRD# 7478143) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 2 years of experience in the finance industry.