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).
-
Total Assets Under Management3,137MILLION
-
Total Number of Accounts5,804ACCOUNTS
-
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
Wilson Li (CRD# 7899254) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.
Matthew McNeely (CRD# 3098725) is an Investment Advisor Representative working at Abacus Wealth Partners in View Park, CA and has over 25 years of experience in the finance industry.
Tachelle Nettles (CRD# 7669954) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.
Danielle Onesto (CRD# 7305224) 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.
Jason Pollens (CRD# 7477243) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.
David Rey (CRD# 7670061) is an Investment Advisor Representative working at Abacus Wealth Partners in Lakewood, CO and has 1 year of experience in the finance industry.
Christopher Stroup (CRD# 7148313) 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.
Katherine Sumner (CRD# 7392450) 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 Vallejo (CRD# 7332881) 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.
Katelynn Wiley (CRD# 7433868) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has 1 year of experience in the finance industry.