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, CA, US
    Websiteabacuswealth.com
    Employee Ratings4.9

    Latest Updates

    Employees (est.) (Apr 2021)61(-1%)
    Cybersecurity ratingBMore

    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, CA, US (HQ)
    429 Santa Monica Blvd #500
    Calabasas, CA, US
    23500 Park Sorrento Suite A4
    El Segundo, CA, US
    2301 Rosecrans Ave #4150
    Pasadena, CA, US
    225 S Lake Ave #300
    Philadelphia, PA, US
    1760 Market St #403
    San Mateo, CA, US
    700 S B St #200
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    Abacus Wealth Partners Financials and Metrics

    Summary Metrics

    Founding Date

    1988

    Abacus Wealth Partners Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    88/100

    SecurityScorecard logo

    Abacus Wealth Partners Online and Social Media Presence

    Embed Graph

    Abacus Wealth Partners News and Updates

    Abacus Wealth Partners and Social Justice-Aligned Investment Firm, Robasciotti & Philipson, Announce Merger

    San Francisco-based R&P will merge with Abacus to expand financial planning access to investors with social justice values San Francisco-based R&P will merge with Abacus to expand financial planning access to investors with social justice values

    Abacus Wealth Partners Blogs

    Estate Planning Tips for Same-Sex Couples

    Whether reviewing your estate plan or documenting your wishes for the first time, keep in mind these estate planning tips for same-sex couples. The post Estate Planning Tips for Same-Sex Couples appeared first on Abacus Wealth Partners.

    What’s the Deal With Annuities and Do They Fit in Your Financial Plan?

    Annuities can be confusing, but you should understand what they are, how they work, how much they cost, and if they suit your needs. Here’s what you need to know. The post What’s the Deal With Annuities and Do They Fit in Your Financial Plan? appeared first on Abacus Wealth Partners.

    Understanding Finance Jargon: Key Terms Everyone Should Know

    Financial jargon is like another language. Whether you’ve been investing for years or are just starting out, understanding these key terms will help you make informed financial decisions. The post Understanding Finance Jargon: Key Terms Everyone Should Know appeared first on Abacus Wealth Partners.

    How to Reduce Your Carbon Footprint with Carbon Offsets

    Learn how to put carbon offsets to use in order to reduce your carbon footprint and environmental impact. The post How to Reduce Your Carbon Footprint with Carbon Offsets appeared first on Abacus Wealth Partners.

    Inheritance and Taxes: What You Need to Know

    One of the most difficult times to seek financial guidance is after the passing of a loved one. Here are some helpful answers to common questions about navigating your inheritance. The post Inheritance and Taxes: What You Need to Know appeared first on Abacus Wealth Partners.

    What to Do with Your Employee Stock Options

    Stock options can be confusing. Here’s what you need to know about how they work and how to create the best plan for exercising them. The post What to Do with Your Employee Stock Options appeared first on Abacus Wealth Partners.
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    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 61 employees.

    • Who are Abacus Wealth Partners competitors?

      Competitors of Abacus Wealth Partners include Harwood Wealth Management Group, Challenger and Charles Stanley Wealth Managers.

    • 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.