← Tributary

ABACUS ASSET MANAGEMENT, LLC

ORLANDO, FL · CRD 324280 · IAPD ↗ · abacusgm.com · 407-358-3332

$0Regulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — ABL WEALTH ADVISORS, LLC is now doing business as ABACUS ASSET MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
15
January 2026 — ABL WEALTH ADVISORS, LLC changed its website from ablwealth.com to abacusgm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
59
January 2026 — ABL WEALTH ADVISORS, LLC grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — LONGEVITY WEALTH ADVISORS, LLC is now doing business as ABL WEALTH ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
March 2024 — LONGEVITY WEALTH ADVISORS, LLC (ORLANDO, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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