ABACUS WEALTH INTERNATIONAL (AWI)

Overview

Abacus Wealth International operates as a small, independently owned registered investment adviser structured as a sole proprietorship that focuses on individuals and families. The firm provides fee-based financial planning and portfolio management, and it also functions as an insurance broker. Its advisory scope includes managing portfolios for individuals and small businesses, advising businesses or institutions, and selecting other advisers or external managers on behalf of clients. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Investment activity at Abacus Wealth International is concentrated and conservatively positioned. The firm reports a capital allocator role and uses third-party managers when implementing alternative strategies or specialist exposures. It is not identified as an active ESG investor and does not operate as a multi-state adviser or pension consultant. The firm’s business model emphasizes advisory relationships executed on a largely non-discretionary basis, with the adviser positioning itself to guide allocations, pick external managers, and place clients into mutual funds and annuities where appropriate.

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Investments & Alternatives

Location & Offices