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 21 - 30 of 41 top financial advisors.
21
Kelly J. Acheson
CRD#: 6076207
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
90
Wealthminder
score

Kelly Acheson (CRD# 6076207) 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.

22
Kari J. Glosser
CRD#: 5895939
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
90
Wealthminder
score

Kari Glosser (CRD# 5895939) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry. Kari Glosser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

23
Wende M. Headley
CRD#: 6236175
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
90
Wealthminder
score

Wende Headley (CRD# 6236175) 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.

24
Brenton W. Kessel
CRD#: 2826946
17383 Sunset Blvd, Suite A360, Pacific Palisades, CA 90272
90
Wealthminder
score

Brenton Kessel (CRD# 2826946) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has 1 year of experience in the finance industry. Brenton Kessel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

25
Lara G. Lamb
CRD#: 4467601
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
90
Wealthminder
score

Lara Lamb (CRD# 4467601) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry. Lara Lamb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

26
Laura M. Morganelli
CRD#: 6224254
1818 Market Street, Ste 3740, Philadelphia, PA 19130
90
Wealthminder
score

Laura Morganelli (CRD# 6224254) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 5 years of experience in the finance industry.

27
Susan Olson
CRD#: 6302750
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
90
Wealthminder
score

Susan Olson (CRD# 6302750) 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.

28
Daria S. Victorov
CRD#: 6199640
181 Second Ave, Ste 565, San Mateo, CA 94401
90
Wealthminder
score

Daria Victorov (CRD# 6199640) is an Investment Advisor Representative working at Abacus Wealth Partners in San Mateo, CA and has 1 year of experience in the finance industry. Daria Victorov has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

29
Myron J. Weiner
CRD#: 2805149
17383 Sunset Blvd, Suite A360, Pacific Palisades, CA 90272
90
Wealthminder
score

Myron Weiner (CRD# 2805149) is an Investment Advisor Representative working at Abacus Wealth Partners in Pacific Palisades, CA and has 1 year of experience in the finance industry. Myron Weiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

30
Lindsey S. Woodward
CRD#: 5946324
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401
90
Wealthminder
score

Lindsey Woodward (CRD# 5946324) 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.

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