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ABACUS WEALTH PARTNERS, LLC, CRD 128590
SANTA MONICA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRENTON WARWICK KESSEL | Certified Financial Planner | Santa Monica, CA | SANTA MONICA, CA | 22 | 22 | 2 | no |
| SPENCER DAVID SHERMAN | Certified Financial Planner | SANTA MONICA, CA | SEBASTOPOL, CA | 16 | 39 | 2 | no |
| BARRETT SEAN PORTER | Certified Financial Planner | Santa Monica, CA | 16 | 25 | 5 | no |
| BARBARA JACOBS WOLF | Certified Financial Planner | Ardmore, PA | SANTA MONICA, CA | Wynnewood, PA | 16 | 25 | 3 | no |
| NEELA BUSHNELL HUMMEL | Certified Financial Planner | SANTA MONICA, CA | 15 | 15 | n/a | no |
| KELLY JAYNE ACHESON | n/a | Sebastopol, CA | SANTA MONICA, CA | 13 | 20 | n/a | no |
| LARA GASTON LAMB | Certified Financial Planner | SANTA MONICA, CA | Reseda, CA | 13 | 20 | 2 | no |
| KYLE A WILLIAMS | Certified Financial Planner | SANTA MONICA, CA | Kapaa, HI | 12 | 13 | n/a | no |
| SUSAN OLSON | Certified Financial Planner | Sebastopol, CA | SANTA MONICA, CA | 12 | 12 | n/a | no |
| GABRIEL STEPHEN BRENNER | Certified Financial Planner | San Carlos, CA | SANTA MONICA, CA | 11 | 30 | 4 | no |
| BRENDA SHEREE CHATMAN | n/a | Flagstaff, AZ | SANTA MONICA, CA | 11 | 18 | n/a | no |
| WALTER YU | n/a | SANTA MONICA, CA | 11 | 12 | n/a | no |
| JANA ELIZABETH DAVIS | Certified Financial Planner | SANTA MONICA, CA | 10 | 21 | 1 | no |
| DARIA S VICTOROV | Certified Financial Planner | SANTA MONICA, CA | San Francisco, CA | 9 | 10 | n/a | no |
| MATTHEW JOHN RIVERA | Certified Financial Planner|Chartered Financial Analyst | San Carlos, CA | SANTA MONICA, CA | 9 | 17 | n/a | no |
| LINDSEY SHEA WOODWARD RAFKIND | Certified Financial Planner | SANTA MONICA, CA | Santa Fe, NM | 9 | 12 | 2 | no |
| Emily Rose Benedetto | Certified Financial Planner | SANTA MONICA, CA | 8 | 10 | n/a | no |
| Kathleen Barron-Alicante | Certified Financial Planner | SANTA MONICA, CA | Ardmore, PA | 8 | 14 | n/a | no |
| LAUREN TAYLOR BOYES | n/a | Healdsburg, CA | SANTA MONICA, CA | Sebastopol, CA | 8 | 11 | 1 | no |
| ELIZABETH ARIEL WARD | Certified Financial Planner | SANTA MONICA, CA | Charlotte, NC | 7 | 19 | 4 | no |
| CHRISTOPHER HABIB | Certified Financial Planner | Plano, TX | SANTA MONICA, CA | 7 | 11 | n/a | no |
| Kasey Michael McManis | Certified Financial Planner | Bozeman, MT | SANTA MONICA, CA | 6 | 13 | 1 | no |
| Chrysantha Cosby | n/a | SANTA MONICA, CA | 6 | 11 | n/a | no |
| Danielle Onesto | n/a | SANTA MONICA, CA | Sebastopol, CA | 5 | 14 | n/a | no |
| Christopher Louis Vallejo | Certified Financial Planner | SANTA MONICA, CA | San Carlos, CA | 5 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ALIGN IMPACT FUND, LP | Private Equity Fund | $11.6M | Jul 7, 2026 | 50 | Apr 24, 2013 | reported | 021-198444 |
| ABACUS SUSTAINABLE FUND, LP | Private Equity Fund | $500,000 | Dec 4, 2024 | 57 | Mar 2, 2012 | dropped | 021-113550 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ABACUS WEALTH MANAGEMENT, INC. | VOTING MEMBER | C | yes | 01/2004 | Jul 7, 2026 | Jul 7, 2026 |
| HUMMEL, NEELA, BUSHNELL | CO-CEO | Na | yes | 01/2015 | Jul 7, 2026 | Jul 7, 2026 |
| KESSEL, BRENTON, WARWICK | CO-FOUNDER | Na | yes | 01/2004 | Jul 7, 2026 | Jul 7, 2026 |
| SHERMAN FINANCIAL, INC. | VOTING MEMBER | C | yes | 01/2004 | Jul 7, 2026 | Jul 7, 2026 |
| SHERMAN, SPENCER, DAVID | CO-FOUNDER | Na | yes | 01/2004 | Jul 7, 2026 | Jul 7, 2026 |
| KESSEL, BRENTON, WARWICK | Shareholder | E | yes | 01/1998 | Mar 2, 2012 | Dec 4, 2024 |
| SHERMAN, SPENCER, DAVID | Shareholder | E | yes | 12/1993 | Mar 2, 2012 | Dec 4, 2024 |
| STORJOHANN, MARY, ELIZABETH | CO-CEO | Na | yes | 03/2019 | Mar 31, 2020 | Dec 4, 2024 |
| Benedetto, Emily, Rose | BOARD MEMBER / PARTNER | Na | no | 01/2025 | Jul 7, 2026 | Jul 7, 2026 |
| BRENNER, GABRIEL, STEPHEN | BOARD MEMBER / PARTNER | Na | no | 01/2015 | Jul 7, 2026 | Jul 7, 2026 |
| OLSON, SUSAN | BOARD MEMBER / PARTNER | Na | no | 01/2026 | Jul 7, 2026 | Jul 7, 2026 |
| Paganin, Jorge | CFO/CCO/COO PARTNER | Na | no | 01/2022 | Jul 7, 2026 | Jul 7, 2026 |
| PORTER, BARRETT, SEAN | FINANCIAL ADVISOR AND PARTNER | Na | no | 01/2013 | Jul 7, 2026 | Jul 7, 2026 |
| RAFKIND, LINDSEY, SHEA WOODWARD | CO-CIO/PARTNER | Na | no | 01/2022 | Jul 7, 2026 | Jul 7, 2026 |
| RIVERA, MATTHEW, JOHN | CO-CIO/PARTNER | Na | no | 01/2022 | Jul 7, 2026 | Jul 7, 2026 |
| WOLF, BARBARA, JACOBS | BOARD MEMBER / PARTNER | Na | no | 01/2018 | Jul 7, 2026 | Jul 7, 2026 |
| YU, WALTER | BOARD MEMBER | Na | no | 01/2021 | Jul 7, 2026 | Jul 7, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ALIGN IMPACT, LLC | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SANTA MONICA | CA | United States | 14 | no |
| Sebastopol | CA | United States | 7 | no |
| SAN CARLOS | CA | United States | 3 | no |
| Ardmore | Pa | United States | 3 | no |
| CHULA VISTA | CA | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 13, 2026 | $3.6B | $3.6B | 65 | 37 | 31 | 1 | n/a |
| 2024 | Apr 2, 2025 | $3.3B | $3.3B | 67 | 36 | 27 | 1 | n/a |
| 2023 | Mar 26, 2024 | $3.1B | $3.1B | 71 | 36 | 13 | 2 | $16.9M |
| 2022 | Mar 8, 2023 | $2.8B | $2.8B | 71 | 36 | 15 | 2 | $19.3M |
| 2021 | Mar 30, 2022 | $3.4B | $2.9B | 65 | 37 | 12 | 2 | $20.3M |
| 2020 | Mar 31, 2021 | $3.7B | $3.5B | 64 | 43 | 7 | 2 | $19.0M |
| 2019 | Mar 31, 2020 | $2.7B | $2.3B | 64 | 42 | 7 | 2 | $18.4M |
| 2018 | Mar 31, 2019 | $2.1B | $2.0B | 55 | 32 | 9 | 2 | $14.0M |
| 2017 | Mar 19, 2018 | $2.2B | $2.0B | 50 | 31 | 7 | 2 | $22.2M |
| 2016 | Mar 17, 2017 | $1.8B | $1.7B | 41 | 28 | n/a | 2 | $22.2M |
| 2015 | Mar 30, 2016 | $1.4B | $1.3B | 42 | 28 | n/a | 2 | $22.2M |
| 2014 | Mar 30, 2015 | $1.4B | $1.2B | 37 | 28 | n/a | 2 | $12.5M |
| 2013 | Mar 31, 2014 | $988M | $950M | 27 | 17 | n/a | 2 | $12.5M |
| 2012 | Mar 27, 2013 | $775M | $722M | 25 | 15 | n/a | 1 | $8.6M |
| 2011 | Mar 2, 2012 | $681M | $681M | n/a | n/a | n/a | 1 | $8.1M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 8 | 2 | 6 | 4.0% | 2 | 1 | 0 | 9 | 10 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.6B | $3.3B | 9.4% | $2.8B | 8.1% | 65 | 67 | 31 | 27 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| QUANTUM FINANCIAL ADVISORS, LLC | 5 | Feb 22, 2022 | Jul 3, 2025 | SANTA MONICA, CA | Team lift out | RIA to new firm | 12.8% |
| QUANTUM FINANCIAL ADVISORS, LLC | 6 | Jan 28, 2022 | Jan 3, 2024 | SANTA MONICA, CA | Team lift out | RIA to new firm | 13.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WORKABLE WEALTH | 2 | May 31, 2019 | Aug 3, 2019 | CHULA VISTA, CA | Team lift out | Other | 100.0% |