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ABACUS WEALTH PARTNERS

SANTA MONICA, CA · CRD 128590 · IAPD ↗ · doneby60.com · 888-422-2287

$3.58BRegulatory AUM
37Advisory reps
65Employees
9Clients
More than 500Planning clients
1Private funds
34States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — ABACUS WEALTH PARTNERS notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2026 — ABACUS WEALTH PARTNERS notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — ABACUS WEALTH PARTNERS added office(s): 27 -> 31 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — ABACUS WEALTH PARTNERS added office(s): 13 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — ABACUS WEALTH PARTNERS notice-filed in KS, LA, SC, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — ABACUS WEALTH PARTNERS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
63
April 2024 — ABACUS WEALTH PARTNERS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.