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ABACUS WEALTH PARTNERS, LLC

Doing business as ABACUS WEALTH PARTNERS. SEC Form ADV profile.

Total regulatory AUM
$3,579,238,156
Discretionary
$3,570,942,260
Non-discretionary
$8,295,896

Firm details

CRD number
128590
SEC file number
801-62557
Main office
SANTA MONICA, CA, United States
Employees
65
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Performance-based

As of October 2026.