Abacus Wealth Partners

    OverviewSuggest Edit

    Abacus Wealth Partners is a company providing financial services. It offers investment management, advisory services and financial risk management solutions, including insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services.
    TypePrivate
    Founded1988
    HQSanta Monica, US
    Websiteabacuswealth.com
    Employee Ratings4.9

    Recent NewsAll News

    Latest Updates

    Employees (est.) (May 2020)57

    Key People/Management at Abacus Wealth Partners

    Darius Gagne

    Darius Gagne

    CIO
    Brent Kessel

    Brent Kessel

    Founder and CEO
    J.d. Bruce

    J.d. Bruce

    President
    David Dewolf

    David Dewolf

    CFO
    Show more

    Abacus Wealth Partners Office Locations

    Abacus Wealth Partners has offices in Santa Monica, Calabasas, El Segundo, Pasadena and in 3 other locations
    Santa Monica, US (HQ)
    429 Santa Monica Blvd #500
    Calabasas, US
    23500 Park Sorrento
    El Segundo, US
    2301 Rosecrans Ave #4150
    Pasadena, US
    225 S Lake Ave #300
    Philadelphia, US
    1760 Market St #403
    San Mateo, US
    700 S B St #200
    Show all (7)

    Abacus Wealth Partners Financials and Metrics

    Summary Metrics

    Founding Date

    1988
    Show all financial metrics

    Abacus Wealth Partners Online and Social Media Presence

    Embed Graph

    Abacus Wealth Partners Blogs

    How to Give and Get Help: COVID-19 Resources

    Whether you need help at this time or want to help others, we’ve created a comprehensive list of resources including charities, volunteer programs, information on the CARES Act and much more. The post How to Give and Get Help: COVID-19 Resources appeared first on Abacus Wealth Partners.

    Anxious and overwhelmed? Here’s how to find calm.

    Some guidance on self-care, social distancing, and mindfulness to support mental and physical health. The post Anxious and overwhelmed? Here’s how to find calm. appeared first on Abacus Wealth Partners.

    Surviving Homeschool

    With so many kids at home for the foreseeable future, Abacus advisor Stacie Rasmussen (former teacher and current homeschool mom) has offered some practical advice and resources to parents on how to survive. The post Surviving Homeschool appeared first on Abacus Wealth Partners.

    3 Ways to Help Your Financial Fears

    Abacus Co-Founder Spencer Sherman shares ways to work with your financial fears, and even use them as an opportunity for personal growth. The post 3 Ways to Help Your Financial Fears appeared first on Abacus Wealth Partners.

    Note from the CIO: Is This Time Different?

    A letter from our CIO on navigating this current climate. The post Note from the CIO: Is This Time Different? appeared first on Abacus Wealth Partners.

    Managing the Unprecedented

    In an unprecedented move intended to ease the economic pain inflicted by the coronavirus, the Internal Revenue Service has pushed the April 15 tax-payment deadline to July 15 this year for many. The post Managing the Unprecedented appeared first on Abacus Wealth Partners.
    Show more

    Abacus Wealth Partners Frequently Asked Questions

    • When was Abacus Wealth Partners founded?

      Abacus Wealth Partners was founded in 1988.

    • Who are Abacus Wealth Partners key executives?

      Abacus Wealth Partners's key executives are Darius Gagne, Brent Kessel and J.d. Bruce.

    • How many employees does Abacus Wealth Partners have?

      Abacus Wealth Partners has 57 employees.

    • Who are Abacus Wealth Partners competitors?

      Competitors of Abacus Wealth Partners include Schroders, TPG Specialty Lending and T. Rowe Price.

    • Where is Abacus Wealth Partners headquarters?

      Abacus Wealth Partners headquarters is located at 429 Santa Monica Blvd #500, Santa Monica.

    • Where are Abacus Wealth Partners offices?

      Abacus Wealth Partners has offices in Santa Monica, Calabasas, El Segundo, Pasadena and in 3 other locations.

    • How many offices does Abacus Wealth Partners have?

      Abacus Wealth Partners has 7 offices.