Abacus Wealth Partners LLC
Legal Name: ABACUS WEALTH PARTNERS, LLC
Full Contact Details
Abacus Wealth Partners LLC
429 SANTA MONICA BLVD., SUITE 500, SANTA MONICA, CA
888-422-2287
Other Info
Abacus Wealth Partners, LLC is a Pennsylvania-based Limited Liability Company with 55 employees, including 32 who offer advisory services. Though the number of clients served by the firm is unknown, its SEC status is marked as Approved, with its registration dating back to January 2, 2004.
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Direct Owners
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ABACUS WEALTH MANAGEMENT, INC.
VOTING MEMBER owns more than 25% but less than 50%
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BARBARA JACOBS WOLF
FINANCIAL ADVISOR & PARTNER owns less than 5%
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BARRETT SEAN PORTER
FINANCIAL ADVISOR AND PARTNER owns less than 5%
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BRENTON W. KESSEL
CO-CEO owns less than 5%
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DARIUS GEISER GAGNE
CIO AND PARTNER owns more than 10% but less than 25%
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DAVID ALLEN DEWOLF
CFO AND PARTNER owns more than 10% but less than 25%
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EILEEN SEEMAN FREIBURGER
FINACIAL ADVISOR AND PARTNER owns less than 5%
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GABRIEL STEPHEN BRENNER
FINANCIAL ADVISOR AND PARTNER owns less than 5%
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GREGORY VINCENT ALOIA
FINANCIAL ADVISOR AND PARTNER owns less than 5%
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JASON M COLE
FINANCIAL ADVISOR AND PARTNER owns less than 5%
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JESSICA LU
CHIEF COMPLIANCE OFFICER owns less than 5%
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JONATHAN DANIEL BRUCE
PRESIDENT owns less than 5%
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KARI JEAN GLOSSER
FINANCIAL ADVISOR & PARTNER owns less than 5%
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KELLY JAYNE ACHESON
CLIENT SERVICE ASSOCIATE MANAGER & PARTNER owns less than 5%
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LARA GASTON LAMB
FINANCIAL ADVISOR & PARTNER owns less than 5%
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NEELA NANCY BUSHNELL
FINANCIAL ADVISOR AND PARTNER owns less than 5%
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SHERMAN FINANCIAL, INC.
VOTING MEMBER owns more than 25% but less than 50%
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SPENCER DAVID SHERMAN
CO-CEO owns less than 5%
Indirect Owners
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BRENTON WARWICK KESSEL
SHAREHOLDER owns 75% or more
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SPENCER DAVID SHERMAN
SHAREHOLDER owns 75% or more
Custodians
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BANK OF AMERICA, N.A.
United States -
MILLENIUM TRUST COMPANY
United States -
TD AMERITRADE
United States