Unclaimed Profile

Matthew John Rivera

ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, California

SIE, Series 7, Series 63CFP CFAClean record8 years registeredABACUS WEALTH PARTNERS, LLC

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401CRD# 5671220Firm CRD# 128590

Profile Verification

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

Identity

Matthew John Rivera · SANTA MONICA, CA

Registration

CRD #5671220 · ABACUS WEALTH PARTNERS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

ABACUS WEALTH PARTNERS

Aug 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 30, 2017

Years registered · 8

Professional designations · CFP, CFA

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

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew John Rivera offer?

Matthew John Rivera specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Matthew John Rivera's credentials?

Matthew John Rivera holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew John Rivera located?

Matthew John Rivera 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 Matthew John Rivera charge for services?

Matthew John Rivera'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →