ABACUS WEALTH PARTNERS, LLC

ABACUS WEALTH PARTNERS
SANTA MONICA, California·21 registered advisors·CRD# 128590
SEC# 801-6255713888-422-2287
01

Firm Overview

AUM
$3.1B
Regulatory assets under management
Employees
71
Total firm employees
Advisors
21
Registered representatives
02

Services & Fees

Advisory Services
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
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at ABACUS WEALTH PARTNERS, LLC

21 registered advisors
Barbara Jacobs Wolf
SANTA MONICA, California
Barrett Sean Porter
SANTA MONICA, California
Brenton Warwick Kessel
SANTA MONICA, California
Brian Edward Canning
SANTA MONICA, California
Eileen Seeman Freiburger
SANTA MONICA, California
Gabriel Stephen Brenner
SANTA MONICA, California
Gregory Vincent Aloia
SANTA MONICA, California
Jana Elizabeth Davis
SANTA MONICA, California
Jason M Cole
SANTA MONICA, California
Jessica Lu-Buetow
SANTA MONICA, California
Jonathan Daniel Bruce
SANTA MONICA, California
Kari Jean Glosser
SANTA MONICA, California
Kelly Jayne Acheson
SANTA MONICA, California
Lara Gaston Lamb
SANTA MONICA, California
Lindsey Shea Woodward
SANTA MONICA, California
CFP
Mary Elizabeth Storjohann
SANTA MONICA, California
Matthew John Rivera
SANTA MONICA, California
CFPCFA
Neela Bushnell Hummel
SANTA MONICA, California
Spencer David Sherman
SANTA MONICA, California
Susan Olson
SANTA MONICA, California
Walter Yu
SANTA MONICA, California
05

Office Locations

SANTA MONICA, California
21 advisors

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Data sourced from SEC Form ADV filings. ABACUS WEALTH PARTNERS, LLC (CRD# 128590) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.