Abacus Wealth Factors, LLC

Overview

Abacus Wealth Factors, LLC is a small, individually owned registered investment adviser organized as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, allowing flexibility for different client engagements. The firm does not report being an active ESG investor, is not structured as a multi-state adviser, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices