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).

By the Numbers
  • Total Assets Under Management
    2,834
    MILLION
  • Total Number of Accounts
    5,553
    ACCOUNTS
  • Average Account Value
    $510,435
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA

Financial Advisors at Abacus Wealth Partners
Showing 31 - 40 of 50 top financial advisors.
31
Chrysantha Cosby
CRD#: 6431220
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

32
Tiesha Cullins
CRD#: 7392452
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

33
Mary-beth Demers
CRD#: 7478139
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

34
Hannah Entenman
CRD#: 7392446
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

35
Elise Faur
CRD#: 7610642
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

36
Joann F. Gardsbane
CRD#: 7296649
23500 Park Sorrento, Suite A4, Calabasas, CA 91302

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.

37
Byron T. Gurzo
CRD#: 7332877
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

38
Christopher Habib
CRD#: 6805793
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

39
Melissa Hertz
CRD#: 4507026
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

40
Uchechi Kalu
CRD#: 7478143
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

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