ABACUS WEALTH PARTNERS

abacus-wealth-partners-logo

Abacus Wealth Partners provides investment advisory services in the United States as a financial services company. It offers wealth management services such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. Abacus Wealth Partners also provides investment management services and estate planning services that include planning relationship and financial checkup services. Brenton W. Kessel and Spencer Sherman founded it in 1988, with its headquarters in Santa Monica in California and additional offices in the United States.

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ABACUS WEALTH PARTNERS

Industry:
Advice Business Intelligence Financial Services Information Services Insurance Real Estate Investment Service Industry Wealth Management

Founded:
1988-01-01

Address:
Santa Monica, California, United States

Country:
United States

Website Url:
http://www.abacuswealth.com

Total Employee:
11+

Status:
Active

Contact:
1-888-422-2287

Email Addresses:
[email protected]

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Current Employees Featured

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Brenton Kessel
Brenton Kessel Co-founder and chief executive officer @ Abacus Wealth Partners
Co-founder and chief executive officer
1996-01-01

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Spencer Sherman
Spencer Sherman Founder and Advisor @ Abacus Wealth Partners
Founder and Advisor
1998-01-01

jessica-lu_image

Jessica Lu
Jessica Lu Director of operations @ Abacus Wealth Partners
Director of operations
2012-06-01

jessica-lu_image

Jessica Lu
Jessica Lu Chief Operating Officer @ Abacus Wealth Partners
Chief Operating Officer
2019-01-01

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JD Bruce
JD Bruce Chief of Innovation @ Abacus Wealth Partners
Chief of Innovation
2020-12-01

Founder


brenton-kessel_image

Brenton Kessel

spencer-sherman_image

Spencer Sherman

Acquisitions List

Date Company Article Price
2021-03-03 Robasciotti & Philipson Robasciotti & Philipson acquired by Abacus Wealth Partners N/A

Official Site Inspections

http://www.abacuswealth.com Semrush global rank: 2.64 M Semrush visits lastest month: 6.48 K

  • Host name: host.wickyhosting.com
  • IP address: 162.211.83.18
  • Location: Baltimore United States
  • Latitude: 39.2645
  • Longitude: -76.6224
  • Metro Code: 512
  • Timezone: America/New_York
  • Postal: 21230

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