DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Abacus Wealth Partners
Legal name Abacus Wealth Partners, LLC
Latest filing Jul 7, 2026
First filing on the tape Mar 2, 2012 · 43 filings
SEC status approved since Jan 2, 2004
RAUM
$3.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
89%
$3.2B individuals and HNW
Advisors
50
registered through the firm on IAPD
RAUM per advisor
$71.6M
derived; firm RAUM over IAPD count
Employees
65
37 advisory (5.B.1)
Offices
31
beyond the principal office
Private funds
1
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$3.6B as of Jul 7, 2026
Mar 2, 2012$681M then
HNW client RAUM$2.8B as of Jul 7, 2026
Mar 19, 2018$1.8B then
State-registered IARs (5.B.3)37 as of Jul 7, 2026
Mar 27, 201315 then
Employees (5.A)65 as of Jul 7, 2026
Mar 27, 201325 then
Private funds1 as of Jul 7, 2026
Mar 2, 20121 then
RAUM +9.4% over the last fiscal year+8.1% a year over threeIARs 36 to 37offices 27 to 31
Practice profile
derived from the filing of Jul 7, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $71.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.8MderivedHNW RAUM over HNW clients
- Average account
- $593,572derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.6derived32 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- +2.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.8%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, educational seminars, otherreportedItem 5.G
- Financial planning clients
- 1,200reportedItem 5.H
- Custody
- $1.8B, 910 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.8B79%
- Charitable organizations$391M11%
- Individuals$346M9.7%
- Corporations and businesses$12.5M0.3%
- Individual clients
- 800reported
- HNW clients
- 747reported
- Pension plan clients
- n/areported
- Charitable clients
- 22reported
- Accounts
- 6,030reported
- Financial planning clients
- 1,200reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.8B for 910 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
50 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brenton Warwick KesselCertified Financial Planner | Santa Monica, Ca | Jan 21, 2004 | 22 y | 2 |
| Spencer David ShermanCertified Financial Planner | Santa Monica, Ca | Nov 19, 2009 | 39 y | 2 |
| Barbara Jacobs WolfCertified Financial Planner | Ardmore, Pa | Dec 3, 2009 | 25 y | 3 |
| Barrett Sean PorterCertified Financial Planner | Santa Monica, Ca | Dec 3, 2009 | 25 y | 5 |
| Neela Bushnell HummelCertified Financial Planner | Santa Monica, Ca | Sep 29, 2010 | 15 y | 0 |
| Kelly Jayne Acheson | Sebastopol, Ca | Jun 26, 2013 | 20 y | 0 |
| Lara Gaston LambCertified Financial Planner | Santa Monica, Ca | Aug 27, 2013 | 20 y | 2 |
| Kyle A WilliamsCertified Financial Planner | Santa Monica, Ca | Feb 10, 2014 | 13 y | 0 |
| Susan OlsonCertified Financial Planner | Sebastopol, Ca | Apr 10, 2014 | 12 y | 0 |
| Gabriel Stephen BrennerCertified Financial Planner | San Carlos, Ca | Dec 22, 2014 | 30 y | 4 |
| Brenda Sheree Chatman | Flagstaff, Az | May 1, 2015 | 18 y | 0 |
| Walter Yu | Santa Monica, Ca | Jul 27, 2015 | 12 y | 0 |
| Jana Elizabeth DavisCertified Financial Planner | Santa Monica, Ca | Nov 19, 2015 | 21 y | 1 |
| Daria S VictorovCertified Financial Planner | Santa Monica, Ca | Feb 24, 2017 | 10 y | 0 |
| Lindsey Shea Woodward RafkindCertified Financial Planner | Santa Monica, Ca | Aug 30, 2017 | 12 y | 2 |
| Matthew John RiveraCertified Financial Planner, Chartered Financial Analyst | San Carlos, Ca | Aug 30, 2017 | 17 y | 0 |
| Emily Rose BenedettoCertified Financial Planner | Santa Monica, Ca | Dec 4, 2017 | 10 y | 0 |
| Kathleen Barron-AlicanteCertified Financial Planner | Santa Monica, Ca | Aug 10, 2018 | 14 y | 0 |
| Lauren Taylor Boyes | Healdsburg, Ca | Aug 30, 2018 | 11 y | 1 |
| Elizabeth Ariel WardCertified Financial Planner | Santa Monica, Ca | Aug 3, 2019 | 19 y | 4 |
| Christopher HabibCertified Financial Planner | Plano, Tx | Aug 8, 2019 | 11 y | 0 |
| Kasey Michael McmanisCertified Financial Planner | Bozeman, Mt | Oct 17, 2019 | 13 y | 1 |
| Chrysantha Cosby | Santa Monica, Ca | Aug 27, 2020 | 11 y | 0 |
| Danielle Onesto | Santa Monica, Ca | Dec 22, 2020 | 14 y | 0 |
| Christopher Louis VallejoCertified Financial Planner | Santa Monica, Ca | Mar 19, 2021 | 12 y | 0 |
| Rose Ellen Brink-CapriolaCertified Financial Planner | Santa Monica, Ca | May 28, 2021 | 10 y | 0 |
| Hannah EntenmanCertified Financial Planner | Santa Monica, Ca | Jun 17, 2021 | 14 y | 0 |
| Tiesha CullinsCertified Financial Planner | Santa Monica, Ca | Nov 17, 2021 | 10 y | 0 |
| Lalaine Collantes | Santa Monica, Ca | Jun 8, 2022 | 31 y | 0 |
| Elise FaurCertified Financial Planner | Santa Monica, Ca | Sep 10, 2022 | 10 y | 0 |
| Katelynn WileyCertified Financial Planner | Sebastopol, Ca | Mar 30, 2023 | 10 y | 0 |
| David Rey | Santa Monica, Ca | May 22, 2023 | 12 y | 0 |
| Daniel Raymond SmithCertified Financial Planner | Thornton, Co | May 30, 2023 | 11 y | 1 |
| Katherine Marie SumnerCertified Financial Planner | Durham, Nc | Jul 10, 2023 | 11 y | 0 |
| Jason PollensCertified Financial Planner | San Francisco, Ca | Jul 10, 2023 | 11 y | 0 |
| Elizabeth Metcalf BoehneCertified Financial Planner | Chapel Hill, Nc | Feb 22, 2024 | 10 y | 0 |
| Wilson S Li | Santa Monica, Ca | Apr 10, 2024 | 13 y | 0 |
| Cody James Elbert | Santa Monica, Ca | Jul 21, 2025 | 12 y | 0 |
| Ruby Delilah Lambrecht | Sebastopol, Ca | Aug 26, 2025 | 11 y | 1 |
| Aaron Winer | Santa Monica, Ca | Oct 13, 2025 | 27 y | 2 |
Advisor movement
2 left, 8 joined in 12 months
net +6 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 4.0% of current headcount10 left over 36 months
Left, latest
- Rasheed Ahmed to Quantum Financial Advisors, LLCJul 29, 2026 · RIA to RIA
- Jacob Quiroz to Earned Wealth Advisors, LLCFeb 11, 2026 · RIA to RIA
- Jacqueline Worstell to Brooklyn Fi, LLCAug 18, 2025 · RIA to RIA
- Mary Elizabeth Storjohann to Allora Wealth, LLCMay 19, 2025 · RIA to a state-registered adviser
- Brian Edward Canning to Brave New WealthApr 24, 2025 · RIA to a newly registered adviser
- Tachelle Tanesha Nettles to Smartpath AdvisorsApr 7, 2025 · Other
- Jessica Lu-Buetow to Quantum Financial Advisors, LLCDec 4, 2024 · RIA to RIA
- Uchechi Kalu to EllevestOct 9, 2024 · RIA to RIA
- Christopher Lane Stroup to Silicon Beach Financial LLCAug 12, 2024 · RIA to a state-registered adviser
- Casie Rae Dunning to Rain Or Shine Planning, LLCOct 2, 2023 · RIA to a state-registered adviser
- Alana Hall to Creative Capital Management Investments LLCJan 27, 2023 · RIA to RIA
- Wende Mattson Headley to Quantum Financial Advisors, LLCMar 7, 2022 · RIA to a newly registered adviser
- Elizabeth James Greulich to Quantum Financial Advisors, LLCMar 7, 2022 · RIA to a newly registered adviser
- John Dah-Ji Eing to Quantum Financial Advisors, LLCMar 7, 2022 · RIA to a newly registered adviser
- Scott Miller Swanson to Quantum Financial Advisors, LLCMar 1, 2022 · RIA to a newly registered adviser
Joined, latest
- Hallie Elizabeth Kraus from Treehouse Wealth AdvisorsSep 3, 2026 · RIA to RIA
- Cosmo Charles Hahn from UBS Financial Services Inc.Jul 10, 2026 · Wirehouse to independent RIA
- Jo-Anne Marie Jessee from Cetera Investment Advisers LLCMay 18, 2026 · Affiliated broker-dealer or bank to independent RIA
- Alison Elizabeth Motroni from Align Impact, LLCMay 7, 2026 · RIA to RIA
- Marisa Anh Hoan Browne from Carbon Collective Investing, LLCApr 28, 2026 · RIA to RIA
- Jacob Quiroz from Edward JonesNov 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Kerry Grace Keihn from Prime Capital FinancialOct 24, 2025 · RIA to RIA
- Aaron Winer from Milestone Financial AdvisorsOct 13, 2025 · Other
- Ruby Delilah Lambrecht from Vanguard Advisers, Inc.Aug 26, 2025 · Affiliated broker-dealer or bank to independent RIA
- Daniel Raymond Smith from Vanguard Advisers, Inc.May 30, 2023 · Affiliated broker-dealer or bank to independent RIA
- Casie Rae Dunning from Jerry J Davis Cpa PcJun 8, 2021 · Other
- Kasey Michael Mcmanis from Mycio Wealth Partners, LLCOct 17, 2019 · RIA to RIA
- Mary Elizabeth Storjohann from Workable WealthAug 3, 2019 · Other
- Elizabeth Ariel Ward from Workable WealthAug 3, 2019 · Other
- Lauren Taylor Boyes from Raymond James Financial Services Advisors, IncAug 30, 2018 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 5 left for Quantum Financial Advisors, LLCFeb 22, 2022 · Santa Monica, Ca
- 6 left for Quantum Financial Advisors, LLCJan 28, 2022 · Santa Monica, Ca
- 2 joined from Workable WealthMay 31, 2019 · Chula Vista, Ca
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Align Impact Fund, LP | Private Equity Fund | $11.6M | 50 | Apr 24, 2013 |
| Abacus Sustainable Fund, LPno longer reported | Private Equity Fund | $500,000 | 57 | Mar 2, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Bushnell Neela Hummel · Co-Ceocontrolsince 01/2015 · owns less than 5%
- Warwick Brenton Kessel · Co-Foundercontrolsince 01/2004 · owns less than 5%
- David Spencer Sherman · Co-Foundercontrolsince 01/2004 · owns less than 5%
- Elizabeth Mary Storjohann · Co-Ceocontrolsince 03/2019 · owns less than 5%
- Warwick Brenton Kessel · Shareholdercontrolsince 01/1998 · owns 75% or more of Abacus Wealth Management, Inc.
- David Spencer Sherman · Shareholdercontrolsince 12/1993 · owns 75% or more of Sherman Financial, Inc.
- Rose Emily Benedetto · Board Member / Partnersince 01/2025 · owns less than 5%
- Stephen Gabriel Brenner · Board Member / Partnersince 01/2015 · owns less than 5%
- Susan Olson · Board Member / Partnersince 01/2026 · owns less than 5%
- Jorge Paganin · Cfo/Cco/Coo Partnersince 01/2022 · owns less than 5%
- Sean Barrett Porter · Financial Advisor And Partnersince 01/2013 · owns less than 5%
- Shea Woodward Lindsey Rafkind · Co-Cio/Partnersince 01/2022 · owns less than 5%
- John Matthew Rivera · Co-Cio/Partnersince 01/2022 · owns less than 5%
- Jacobs Barbara Wolf · Board Member / Partnersince 01/2018 · owns less than 5%
- Walter Yu · Board Membersince 01/2021 · owns less than 5%
Entity owners
- Abacus Wealth Management, Inc. · Voting Memberdirect · owns 25% to 50%
- Sherman Financial, Inc. · Voting Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Align Impact, LLCinvestment advisern
Advisers that list Abacus Wealth Partners as a related person
- 176516 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Santa Monica, Ca · principal | 49 | 11 | 2 | ||
| Sebastopol, Ca | 12 | 2 | 0 | ||
| San Carlos, Ca | 4 | 1 | 0 | ||
| Ardmore, Pa | 2 | 0 | 0 | ||
| Chapel Hill, Nc | 2 | 0 | 0 | ||
| Durham, Nc | 2 | 1 | 0 | ||
| San Francisco, Ca | 2 | 0 | 0 | ||
| Chula Vista, Ca | 0 | 0 | 0 | ||
| Cordova, Tn | 0 | 0 | 0 | ||
| Napa, Ca | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Santa Monica, CA14 employees
- Sebastopol, CA7 employees
- Ardmore, PA3 employees
- San Carlos, CA3 employees
- Chula Vista, CA1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 7, 2026STORJOHANN, MARY, ELIZABETH (CO-CEO) left Schedule A between the filings of 2023-03-08 and 2026-07-07peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 5,866 to 6,030May 28, 2025 to Mar 11, 2026
- Advisory employees · 36 to 37May 28, 2025 to Mar 11, 2026
- Charity clients · 15 to 22May 28, 2025 to Mar 11, 2026
- HNW clients · 566 to 747May 28, 2025 to Mar 11, 2026
- Individual clients · 953 to 800May 28, 2025 to Mar 11, 2026
- Pension plan clients · 5.0 to unsetMay 28, 2025 to Mar 11, 2026
- Assets in custody · $1.7B to $1.8BMay 28, 2025 to Mar 11, 2026
- Employees · 67 to 65May 28, 2025 to Mar 11, 2026
- Insurance-licensed employees · 0 to 37May 28, 2025 to Mar 11, 2026
- State-registered IARs · 36 to 37May 28, 2025 to Mar 11, 2026
- Other offices · 27 to 31May 28, 2025 to Mar 11, 2026
- Discretionary RAUM · $3.3B to $3.6BMay 28, 2025 to Mar 11, 2026
- HNW RAUM · $2.5B to $2.8BMay 28, 2025 to Mar 11, 2026
- Individual RAUM · $537M to $346MMay 28, 2025 to Mar 11, 2026
- Non-discretionary RAUM · $9.5M to $8.3MMay 28, 2025 to Mar 11, 2026
- Pension RAUM · 38608904.0 to unsetMay 28, 2025 to Mar 11, 2026
- RAUM · $3.3B to $3.6BMay 28, 2025 to Mar 11, 2026
- Financial planning clients · More than 500 to More than 500Apr 2, 2025 to May 28, 2025
- Accounts · 5,804 to 5,866Dec 4, 2024 to Apr 2, 2025
- Charity clients · 14 to 15Dec 4, 2024 to Apr 2, 2025
- HNW clients · 496 to 566Dec 4, 2024 to Apr 2, 2025
- Individual clients · 1,045 to 953Dec 4, 2024 to Apr 2, 2025
- Pension plan clients · 8 to 5Dec 4, 2024 to Apr 2, 2025
- Pooled vehicle clients · 2.0 to unsetDec 4, 2024 to Apr 2, 2025
- Assets in custody · $1.7B to $1.7BDec 4, 2024 to Apr 2, 2025
- Employees · 71 to 67Dec 4, 2024 to Apr 2, 2025
- Other offices · 13 to 27Dec 4, 2024 to Apr 2, 2025
- Private funds · 2 to 1Dec 4, 2024 to Apr 2, 2025
- Discretionary RAUM · $3.1B to $3.3BDec 4, 2024 to Apr 2, 2025
- HNW RAUM · $2.2B to $2.5BDec 4, 2024 to Apr 2, 2025
- Individual RAUM · $739M to $537MDec 4, 2024 to Apr 2, 2025
- Non-discretionary RAUM · $1.6M to $9.5MDec 4, 2024 to Apr 2, 2025
- Pension RAUM · $37.1M to $38.6MDec 4, 2024 to Apr 2, 2025
- Pooled vehicle RAUM · 16886000.0 to unsetDec 4, 2024 to Apr 2, 2025
- RAUM · $3.1B to $3.3BDec 4, 2024 to Apr 2, 2025
- Accounts · 5,553 to 5,804Mar 8, 2023 to Mar 26, 2024
- Corporate clients · unset to 5.0Mar 8, 2023 to Mar 26, 2024
- HNW clients · 468 to 496Mar 8, 2023 to Mar 26, 2024
- Individual clients · 1,029 to 1,045Mar 8, 2023 to Mar 26, 2024
- Pension plan clients · 16 to 8Mar 8, 2023 to Mar 26, 2024
Signals
32 dated events
- Rasheed Ahmed left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2026-07-02)Jul 29, 2026 · Advisor changed firm · fact
- Jacob Quiroz left Abacus Wealth Partners for Earned Wealth Advisors, Llc (registered 2026-09-03)Feb 11, 2026 · Advisor changed firm · fact
- Jacqueline Worstell left Abacus Wealth Partners for Brooklyn Fi, Llc (registered 2026-02-09)Aug 18, 2025 · Advisor changed firm · fact
- Mary Elizabeth Storjohann left Abacus Wealth Partners for Allora Wealth, Llc (registered 2025-06-18)May 19, 2025 · Advisor changed firm · fact
- Brian Edward Canning left Abacus Wealth Partners for Brave New Wealth (registered 2025-05-05)Apr 24, 2025 · Advisor changed firm · fact
- Tachelle Tanesha Nettles left Abacus Wealth Partners for Smartpath Advisors (registered 2025-11-10)Apr 7, 2025 · Advisor changed firm · fact
- Abacus Wealth Partners reported 27 offices beyond its principal office, up from 13 (2024-12-04 to 2025-04-02)Apr 2, 2025 · Office count change · derived
- Jessica Lu-Buetow left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2025-01-21)Dec 4, 2024 · Advisor changed firm · fact
- Uchechi Kalu left Abacus Wealth Partners for Ellevest (registered 2024-10-24)Oct 9, 2024 · Advisor changed firm · fact
- Christopher Lane Stroup left Abacus Wealth Partners for Silicon Beach Financial Llc (registered 2024-08-30)Aug 12, 2024 · Advisor changed firm · fact
- Abacus Wealth Partners reported 36 state-registered advisory representatives, down from 57 (2023-03-08 to 2024-03-26)Mar 26, 2024 · Advisor headcount change · derived
- Casie Rae Dunning left Abacus Wealth Partners for Rain Or Shine Planning, Llc (registered 2023-12-31)Oct 2, 2023 · Advisor changed firm · fact
- Alana Hall left Abacus Wealth Partners for Creative Capital Management Investments Llc (registered 2024-10-22)Jan 27, 2023 · Advisor changed firm · fact
- Abacus Wealth Partners reported 12 offices beyond its principal office, up from 7 (2021-03-31 to 2022-03-30)Mar 30, 2022 · Office count change · derived
- Geiser Darius Gagne (Cio And Partner) no longer on Schedule A of Abacus Wealth Partners (listed 2021-03-31, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Allen David Dewolf (Cfo And Partner) no longer on Schedule A of Abacus Wealth Partners (listed 2021-03-31, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- John Dah-Ji Eing left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2022-02-07)Mar 7, 2022 · Advisor changed firm · fact
- Elizabeth James Greulich left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2022-02-07)Mar 7, 2022 · Advisor changed firm · fact
- Wende Mattson Headley left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2022-02-07)Mar 7, 2022 · Advisor changed firm · fact
- Scott Miller Swanson left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2022-01-03)Mar 1, 2022 · Advisor changed firm · fact
- Kimberly Helm left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2025-07-03)Feb 22, 2022 · Advisor changed firm · fact
- 5 advisors left Abacus Wealth Partners (Santa Monica, CA) for Quantum Financial Advisors, LLC within 13 daysFeb 22, 2022 · Team lift-out · derived
- Ryan Anthony Balderian left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2022-02-04)Jan 31, 2022 · Advisor changed firm · fact
- Tracy Ann Shemano left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2024-01-03)Jan 31, 2022 · Advisor changed firm · fact
- Alexandra Noelle Long left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2024-01-03)Jan 31, 2022 · Advisor changed firm · fact
- Matthew John Higgins left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2022-02-01)Jan 31, 2022 · Advisor changed firm · fact
- 6 advisors left Abacus Wealth Partners (Santa Monica, CA) for Quantum Financial Advisors, LLC within 3 daysJan 28, 2022 · Team lift-out · derived
- David Allen Dewolf left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2022-01-03)Jan 28, 2022 · Advisor changed firm · fact
- Darius Geiser Gagne left Abacus Wealth Partners for Quantum Financial Advisors, Llc (registered 2022-01-03)Jan 28, 2022 · Advisor changed firm · fact
- Abacus Wealth Partners reported RAUM $3.7B, up 38% from $2.7B (2020-05-01 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Abacus Wealth Partners · Independent Sponsorsshared crd · capital_provider
- Abacus Wealth Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/ABACUS-WEALTH-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- doneby60.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 888-422-2287reportedpublic record, Form ADV, Jul 7, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $71.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026