SANTA MONICA, CACRD 128590Latest ADV April 13, 2026
Abacus Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated April 13, 2026, reports $3.6B in regulatory assets under management, 65 employees, 31 offices, and 6,030 accounts.
Assets Under Management
$3.6B
Employees
65
Offices
31 offices
Total Clients
1,574
Primary office
SANTA MONICA, CA
429 SANTA MONICA BLVD., SUITE 500, SANTA MONICA, CA, United States
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
800
2
HNWI
47.5%
747
3
Charitable
1.4%
22
4
Corporations
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of April 13, 2026
Discretionary99.8%
$3.6B
100% of total RAUM99.8%
Non-discretionary0.2%
$8M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.6B
Total Accounts6,030
10Y AUM Change+$1.8B (+98.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee24:1
10Y Employee Change+24 (+58.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.