Abacus Wealth Partners Review


Trust Score 93%
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Last updated: May 26th, 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.

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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


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