Key facts
- Abacus Wealth Partners is a asset manager based in Santa Monica, California.
- Abacus Wealth Partners reports $23.4M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-04).
About Abacus Wealth Partners
Abacus Wealth Partners is a wealth management firm based in Santa Monica, California. Established in 2004, the firm provides wealth management, investment management, and financial planning to its clients. The assets of the firm are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-04 · CRD 128590- Regulatory AUM
- $23.4M
- Private fund assets
- $11.6M
- Private funds
- 1 · 1 private equity
- Staff
- 65
- Registered office
- SANTA MONICA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ABACUS WEALTH PARTNERS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Abacus Wealth Partners are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is Abacus Wealth Partners's AUM?
- Abacus Wealth Partners manages approximately $3K in assets.