Abacus Wealth Partners

Trust Score 95%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Abacus Wealth Partners, federally registered in 2004, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 41 advisors. Abacus Wealth Partners manages $2.1 billion and provides investment advisory services for 1,469 clients (1:36 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,462,740
Hybrid Advisor No
Disciplinary History No
Total AUM $2.1 billion
Advisor / Client Ratio 1:36
Headquarters Santa Monica, CA
SEC Filings Forms and Brochures    (CRD # 128590)
State(s) Registered AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, LA, MD, MA, MI, MN, MT, NV, NH, NJ, NM, NY, NC, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI

Questions & Answers

Get answers about Abacus Wealth Partners

Ask a question question_answer