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 41 - 50 of 50 top financial advisors.
41
Matthew C. McNeely
CRD#: 3098725
View Park, CA

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.

42
Tachelle T. Nettles
CRD#: 7669954
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

43
Danielle Onesto
CRD#: 7305224
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

44
Jason Pollens
CRD#: 7477243
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

45
David Rey
CRD#: 7670061
Lakewood, CO

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.

46
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 4 years of experience in the finance industry.

47
Katherine M. Sumner
CRD#: 7392450
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

48
Christopher L. Vallejo
CRD#: 7332881
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

49
Katelynn Wiley
CRD#: 7433868
101 S Main St, Sebastopol, CA 95472

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.

50
Jacqueline Worstell
CRD#: 7670057
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

Jacqueline Worstell (CRD# 7670057) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.

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