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).

Current Firm Details
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
https://www.facebook.com/abacuswealth
By the Numbers
  • Total Assets Under Management
    3,137
    MILLION
  • Total Number of Accounts
    5,804
    ACCOUNTS
  • Average Account Value
    $540,500
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, 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

Financial Advisors at Abacus Wealth Partners
Showing 51 - 51 of 51 top financial advisors.
51
Jacqueline Worstell, financial advisor Santa Monica CA
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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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