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).

By the Numbers
  • Total Assets Under Management
    2,834
    MILLION
  • Total Number of Accounts
    5,553
    ACCOUNTS
  • Average Account Value
    $510,435
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, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA

Financial Advisors at Abacus Wealth Partners
Showing 21 - 30 of 50 top financial advisors.
21
Daria S. Victorov
CRD#: 6199640
101 South Main St, Sebastopol, CA 95472

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.

22
Elizabeth A. Ward
CRD#: 5401219
Charlotte, NC

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.

23
Kyle A. Williams
CRD#: 2810071
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

24
Barbara J. Wolf
CRD#: 4602093
Wynnewood, PA

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.

25
Lindsey S. Woodward
CRD#: 5946324
Santa Fe, NM

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.

26
Walter Yu
CRD#: 5596790
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

27
Rasheed Ahmed
CRD#: 7188426
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

28
Elizabeth M. Boehne
CRD#: 7779092
Chapel Hill, NC

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.

29
Rose E. Brink-Capriola
CRD#: 7332885
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

30
Lalaine Collantes
CRD#: 7392447
429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401

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.

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