Abacus Wealth Partners
Abacus Wealth Partners's Overview
Abacus Wealth Partners is a fee-only financial advisory and wealth management firm dedicated to helping individuals, families, and business owners achieve their financial goals. As a Certified B Corporation, they emphasize socially responsible and impact investing, integrating clients' values with their financial strategies. They provide comprehensive services including financial planning, investment management, retirement planning, estate planning, and tax strategies. Abacus is known for its client-centric approach, transparency, and commitment to evidence-based investment principles.
Where is Abacus Wealth Partners's Headquarters?
HQ Function
The Santa Monica office serves as the primary headquarters, housing key administrative, operational, and client advisory teams. It's a central hub for strategic decision-making and firm-wide initiatives.
Notable Features:
Located in a modern office building in downtown Santa Monica, offering convenient access for clients and a professional environment for staff. Likely features contemporary design focused on collaboration and client comfort.
Work Culture:
Abacus promotes a collaborative, ethical, and client-focused work culture. As a B Corp, there's an emphasis on purpose-driven work, employee well-being, continuous learning, and a commitment to sustainability and community impact.
HQ Significance:
The headquarters is significant as it represents the core of Abacus Wealth Partners' operations, brand identity, and the foundation from which its values and services are delivered.
Values Reflected in HQ: The office environment likely reflects values of professionalism, transparency, sustainability (in line with B Corp status), and a welcoming atmosphere for clients and employees.
Location:
Abacus Wealth Partners primarily operates within the United States, with multiple office locations across the country. While they may serve U.S. expatriates or clients with international assets as part of their comprehensive financial planning, their physical office presence and primary market focus are domestic (USA).
Street Address:
429 Santa Monica Blvd, Suite 500
City:
Santa Monica
State/Province:
CA
Country:
USA
Abacus Wealth Partners's Global Presence
Philadelphia, PA, USA
Address: 1735 Market Street, Suite 3601, Philadelphia, PA 19103
To cater to the financial advisory needs of individuals, families, and businesses in the Mid-Atlantic region, offering localized expertise and client support.
Larkspur, CA, USA
Address: 700 Larkspur Landing Circle, Suite 119, Larkspur, CA 94939
To serve the affluent and tech-oriented client base in Marin County and the wider Bay Area, offering specialized financial guidance.
Sebastopol, CA, USA
Address: 123 S. Main Street, Sebastopol, CA 95472
To provide accessible financial expertise to the communities in and around Sebastopol, with a focus on sustainable and values-based investing.
Denver, CO, USA
Address: 1001 Bannock St, Suite 433, Denver, CO 80204
To meet the growing demand for comprehensive wealth management and financial planning in the Denver metropolitan area and surrounding states.
Buying Intent Signals for Abacus Wealth Partners
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Executive Team of Abacus Wealth Partners
As of April 2025, Abacus Wealth Partners' leadership includes:
Investors of Abacus Wealth Partners
Abacus Wealth Partners has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Publicly available information does not indicate significant high-profile executive hires or exits at the top leadership (CEO, Co-Founder) level for Abacus Wealth Partners in the last 12 months. Changes at Partner or other senior levels may occur as part of normal business operations but are not always broadly publicized.
Technology (Tech Stack) used by Abacus Wealth Partners
Discover the tools Abacus Wealth Partners uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Abacus Wealth Partners Email Formats and Examples
Abacus Wealth Partners likely uses a standard professional email format for its employees, typically combining parts of an employee's name with the company domain.
[firstinitial][last]@abacuswealth.com
Format
jdoe@abacuswealth.com
Example
80%
Success rate
News and media
PR Newswire • March 26, 2024
Abacus Wealth Partners Acquires Springwater Wealth Management
Abacus Wealth Partners announced its acquisition of Springwater Wealth Management, a Portland, Oregon-based RIA. This strategic move expands Abacus's presence in the Pacific Northwest and adds to its team of financial advisors....more
Citywire RIA • February 7, 2023
Abacus Wealth Partners promotes COO to president
Abacus Wealth Partners has promoted J.D. Bruce from chief operating officer to president. Brent Kessel remains chief executive of the $4.6bn RIA....more
WealthManagement.com • September 13, 2023
B Corp RIA Abacus Wealth Partners Buys Coastal Bridge Advisors
Abacus Wealth Partners, a Los Angeles-based RIA and B Corp with more than $4.5 billion in client assets, announced the acquisition of Coastal Bridge Advisors, a bicoastal RIA managing around $2.7 billion out of Westport, Conn. and Los Angeles....more
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