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ABACUS WEALTH PARTNERS

ABACUS WEALTH PARTNERS, LLC

CRD 128590 · SEC 801-62557

Visit website

429 SANTA MONICA BLVD., SUITE 500, SANTA MONICA, CA, 90401, United States

Phone

888-422-2287

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.58B

Discretionary AUM

$3.57B

Team

65 total employees; 37 advisory reps; 9 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING SERVICES

Client types

TypeClientsAUM
Individuals800$346.4M
High net worth individuals747$2.83B
Charitable organizations22$390.6M
Corporations/business entities5$12.5M

States served

VT, AZ, CA, CO, DC, GA, IL, KS, LA, ME, MD, MA, MI, MT, NV, NJ, NM, NY, NC, OH, OR, PA, SC, UT, VA, WI, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD