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.) (Jul 2021)66(+7%)

    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
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    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 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

    Note from the CIO: The Return of Inflation

    Inflation is one of the market trends shaping 2021 and has direct relevance to our clients and their portfolios.  The post Note from the CIO: The Return of Inflation appeared first on Abacus Wealth Partners.

    Abacus Earns CEFEX® Recertification

    We're pleased to announce our Centre for Fiduciary Excellence, LLC (CEFEX) re-certification, proudly upholding the global fiduciary standard. The post Abacus Earns CEFEX® Recertification appeared first on Abacus Wealth Partners.

    Disability Insurance Explained: What It Is and Why It’s Valuable

    Disability insurance can be a vital asset when an unexpected injury or illness disrupts employment. Understanding the importance of disability insurance and what it covers can protect your future. The post Disability Insurance Explained: What It Is and Why It’s Valuable appeared first on Abacus Wea…

    How to Retire Abroad

    Retiring abroad goes well beyond packing your things and buying a ticket. Here’s how to financially prepare. The post How to Retire Abroad appeared first on Abacus Wealth Partners.

    Do You Want To Retire Abroad? 7 Important Tips To Consider Before Saying Au Revoir

    Retiring abroad goes well beyond packing your things and buying a ticket. Here’s how to financially prepare. The post Do You Want To Retire Abroad? 7 Important Tips To Consider Before Saying Au Revoir appeared first on Abacus Wealth Partners.

    What’s a Prenuptial Agreement and Should You Get One?

    What you need to know about prenuptial agreements and how to determine if it’s the right choice for you and your spouse. The post What’s a Prenuptial Agreement and Should You Get One? 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 66 employees.

    • Who are Abacus Wealth Partners competitors?

      Competitors of Abacus Wealth Partners include Harwood Wealth Management Group, Schroders and Invesco.

    • 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.