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).
-
Total Assets Under Management2,834MILLION
-
Total Number of Accounts5,553ACCOUNTS
-
Average Account Value$510,435
- 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, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA
Daria Victorov (CRD# 6199640) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has 1 year of experience in the finance industry.
Elizabeth Ward (CRD# 5401219) is an Investment Advisor Representative working at Abacus Wealth Partners in Charlotte, NC and has over 15 years of experience in the finance industry.
Kyle Williams (CRD# 2810071) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 11 years of experience in the finance industry.
Barbara Wolf (CRD# 4602093) is an Investment Advisor Representative working at Abacus Wealth Partners in Wynnewood, PA and has over 23 years of experience in the finance industry.
Lindsey Woodward (CRD# 5946324) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Fe, NM and has over 9 years of experience in the finance industry.
Walter Yu (CRD# 5596790) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 8 years of experience in the finance industry.
Rasheed Ahmed (CRD# 7188426) 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.
Elizabeth Boehne (CRD# 7779092) is an Investment Advisor Representative working at Abacus Wealth Partners in Chapel Hill, NC and has 1 year of experience in the finance industry.
Rose Brink-Capriola (CRD# 7332885) 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.
Lalaine Collantes (CRD# 7392447) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry.