ABACUS WEALTH PARTNERS
ABACUS WEALTH PARTNERS (CRD# 128590) is an SEC-Registered Investment Advisor (RIA), headquartered in Santa Monica, CA. The SEC approved the firm to operate as an RIA in Jan 2004. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $2.2 Billion, and has discretion over 93% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .
ABACUS WEALTH PARTNERS also reported in Oct 2018: 51 employees, with 32 performing advisory functions. A total of 8 office locations. No registrations with foreign financial regulatory authorities. NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ABACUS WEALTH PARTNERS has no disclosure events reported to the SEC at this time.
View ABACUS WEALTH PARTNERS's most recent Form ADV filing
ABACUS WEALTH PARTNERS has Notice Filings with the following State Securities Authorities: AZ-Apr 2010, CA-Jan 2004, CO-Jan 2013, CT-Mar 2014, DC-Apr 2010 , FL-Apr 2010, GA-Mar 2016, HI-Jan 2004, IL-May 2014, LA-Jan 2013 , MA-Jan 2004, MD-Jan 2013, MN-Aug 2015, NC-Mar 2014, NH-Apr 2010 , NJ-Jan 2004, NM-Mar 2014, NY-Jan 2004, OH-Mar 2017, OR-Apr 2010 , PA-Jan 2004, TX-Apr 2010, UT-Mar 2014, VA-Mar 2014, WA-Apr 2010 , WI-Mar 2016
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