Abacus Wealth Partners

Abacus Wealth Partners (CRD# 128590) is a financial advisory firm headquartered in Santa Monica, CA. They manage $2,148,765,927 in 5,395 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,149
    MILLION
  • Total Number of Accounts
    5,395
    ACCOUNTS
  • Average Account Value
    $398,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI

Financial Advisors at Abacus Wealth Partners
Showing 11 - 20 of 41 top financial advisors.
11
Neela N. Bushnell
CRD#: 5842369
17383 Sunset Boulevard, Suite A360, Pacific Palisades, CA 90272
93
Wealthminder
score

Neela Bushnell (CRD# 5842369) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 8 years of experience in the finance industry.

12
Brian E. Canning
CRD#: 5602008
17383 Sunset Boulevard, Suite A360, Pacific Palisades, CA 90272
93
Wealthminder
score

Brian Canning (CRD# 5602008) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has over 10 years of experience in the finance industry.

13
Brenda S. Chatman
CRD#: 5474011
101 S Main Street, Sebastopol, CA 95472
93
Wealthminder
score

Brenda Chatman (CRD# 5474011) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 11 years of experience in the finance industry.

14
Michelle C. Dench
CRD#: 5144854
7182 Healdsburg Avenue, Sebastopol, CA 95472
93
Wealthminder
score

Michelle Dench (CRD# 5144854) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 9 years of experience in the finance industry.

15
David A. Dewolf
CRD#: 4989155
600 Corporate Pointe, Suite 1120, Culver City, CA 90230
93
Wealthminder
score

David Dewolf (CRD# 4989155) is an Investment Advisor Representative working at Abacus Wealth Partners in Culver City, CA and has over 13 years of experience in the finance industry.

16
Charles S. Fisher
CRD#: 4554047
7182 Healdsburg Avenue, Sebastopol, CA 95472
93
Wealthminder
score

Charles Fisher (CRD# 4554047) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 17 years of experience in the finance industry.

17
Jessica Lu
CRD#: 6146086
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
93
Wealthminder
score

Jessica Lu (CRD# 6146086) 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.

18
Spencer D. Sherman
CRD#: 1609423
7182 Healdsburg, Sebastopol, CA 95472
93
Wealthminder
score

Spencer Sherman (CRD# 1609423) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 32 years of experience in the finance industry.

19
Kyle A. Williams
CRD#: 2810071
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
93
Wealthminder
score

Kyle Williams (CRD# 2810071) 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.

20
Barbara J. Wolf
CRD#: 4602093
1818 Market Street, Suite 3740, Philadelphia, PA 19103
93
Wealthminder
score

Barbara Wolf (CRD# 4602093) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 18 years of experience in the finance industry.

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