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).
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Total Assets Under Management3,137MILLION
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Total Number of Accounts5,804ACCOUNTS
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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
Kelly Acheson (CRD# 6076207) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 10 years of experience in the finance industry.
Kathleen Barron-Alicante (CRD# 7002732) 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.
Emily Benedetto (CRD# 6849355) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 6 years of experience in the finance industry.
Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 7 years of experience in the finance industry.
Gabriel Brenner (CRD# 2675337) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 28 years of experience in the finance industry.
Brian Canning (CRD# 5602008) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 15 years of experience in the finance industry.
Brenda Chatman (CRD# 5474011) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 16 years of experience in the finance industry.
Jana Davis (CRD# 4982445) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 18 years of experience in the finance industry.
Neela Hummel (CRD# 5842369) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 13 years of experience in the finance industry.
Brenton Kessel (CRD# 2826946) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.