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ABACUS WEALTH PARTNERS
Legal name: ABACUS WEALTH PARTNERS, LLC
CRD 128590File 801-62557
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.58B
Top 25% of cohort (national)
Discretionary AUM
$3.57B
Non-discretionary $8.3M
Clients
1,574
6,030 accounts
Employees
65
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 2, 2004
- Principal office
- 429 SANTA MONICA BLVD., SUITE 500, SANTA MONICA, CA, 90401
- Phone
- 888-422-2287
- Website
- https://www.doneby60.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.58B
- Discretionary AUM
- $3.57B
- Non-discretionary AUM
- $8.3M
- Discretionary accounts
- 6,021
- Non-discretionary accounts
- 9
- Total accounts
- 6,030
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $12.5M |
| Charitable organizations | 22 | $390.6M |
| High net worth individuals | 747 | $2.83B |
| Individuals (other than high net worth individuals) | 800 | $346.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.