Abacus Wealth Partners

Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $3,749,645,000 in 6,044 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,750
    MILLION
  • Total Number of Accounts
    6,044
    ACCOUNTS
  • Average Account Value
    $620,391
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)
  • 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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA

Financial Advisors at Abacus Wealth Partners
Showing 41 - 50 of 51 top financial advisors.
41
Barbara J. Wolf
CRD#: 4602093
1818 Market Street, Suite 3740, Philadelphia, PA 19103

Barbara Wolf (CRD# 4602093) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 20 years of experience in the finance industry.

42
Lindsey S. Woodward
CRD#: 5946324
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Lindsey Woodward (CRD# 5946324) 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.

43
Walter Yu
CRD#: 5596790
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Walter Yu (CRD# 5596790) 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.

44
Rasheed Ahmed
CRD#: 7188426
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Rasheed Ahmed (CRD# 7188426) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

45
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 1 year of experience in the finance industry.

46
Joann F. Gardsbane
CRD#: 7296649
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Joann Gardsbane (CRD# 7296649) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

47
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 1 year of experience in the finance industry.

48
Danielle Onesto
CRD#: 7305224
101 S. Main Street, Sebastopol, CA 95472

Danielle Onesto (CRD# 7305224) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has 1 year of experience in the finance industry.

49
Anastacia L. Rasmussen
CRD#: 7067982
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Anastacia Rasmussen (CRD# 7067982) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

50
Christopher L. Stroup
CRD#: 7148313
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Christopher Stroup (CRD# 7148313) 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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