Unclaimed Profile

Lindsey Shea Woodward

ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, California

SIE, Series 7, Series 66CFPClean record12 years registeredABACUS WEALTH PARTNERS, LLC

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401CRD# 5946324Firm CRD# 128590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lindsey Shea Woodward · SANTA MONICA, CA

Registration

CRD #5946324 · ABACUS WEALTH PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

ABACUS WEALTH PARTNERS

Aug 2017 – present

DIMENSIONAL FUND ADVISORS LP

Dec 2016 – Jul 2017

SANTA MONICA, CA

THORNBURG INVESTMENT MANAGEMENT INC

May 2014 – Jan 2016

SANTA FE, NM

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 5, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABACUS WEALTH PARTNERS, LLC

CRD 128590 · SEC 801-62557

AUM

$3.1B

Regulatory assets under management

Employees

5,804 client accounts

Services offered by ABACUS WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ABACUS WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Lindsey Shea Woodward offer?

Lindsey Shea Woodward specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Lindsey Shea Woodward's credentials?

Lindsey Shea Woodward holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lindsey Shea Woodward located?

Lindsey Shea Woodward is based in SANTA MONICA, California, working with ABACUS WEALTH PARTNERS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Lindsey Shea Woodward charge for services?

Lindsey Shea Woodward's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABACUS WEALTH PARTNERS, LLC?

ABACUS WEALTH PARTNERS, LLC has approximately 71 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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