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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 Sep 30, 2026
Feed vintage Oct 1, 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
- HTTP://WWW.ABACUSWEALTH.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 67 | 65 | decreased by2 |
| Apr 1, 2026 | Clients | 1,544 | 1,574 | increased by30 |
| Apr 1, 2026 | AUM | $3,270,847,563 | $3,579,238,156 | increased by$308,390,593 |
| Apr 1, 2026 | Accounts | 5,866 | 6,030 | increased by164 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 65 | 67 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,535 | 1,544 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,430,572,600 | $3,270,847,563 | decreased by$159,725,037 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,467 | 5,866 | increased by399 |
| Apr 1, 2022 | Employees | 64 | 65 | increased by1 |
| Apr 1, 2022 | Clients | 1,665 | 1,535 | decreased by130 |
| Apr 1, 2022 | AUM | $3,749,645,000 | $3,430,572,600 | decreased by$319,072,400 |
| Apr 1, 2022 | Accounts | 6,044 | 5,467 | decreased by577 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ABACUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ABACUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.