Abacus Wealth Partners
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 128590
- Registered since
- January 2, 2004
- Website
- abacuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI79.06%
- Charitable Organizations10.91%
- Individuals9.68%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Abacus Wealth Partners is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2004) and serves a mix of individual/family and institutional clients. It operates as a capital allocator, offering financial planning, portfolio management across individual, pooled and institutional mandates, pension consulting and selection of other advisers, and educational workshops. Fee arrangements include asset-based fees, fixed fees and performance-based fees. Abacus identifies as an active ESG investor and was named to the Financial Times Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities33%
- Cash & Cash Equivalents2%
- Other2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$893M in ETFs
38%
$342M
62%
$551M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF (DFSB) | Dimensional | Active | Global Bond USD Hedged | $150M | 2,882,992 | 16.83% |
Location
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 429 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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