ABACUS WEALTH PARTNERS, LLC
DBA: ABACUS WEALTH PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.58B |
| Discretionary | $3.57B100% of AUM |
| Non-Discretionary | $8.3M |
| Client Accounts | 6,030 |
| Avg Account Size | $594K |
| Employees | 65 |
| Peak AUM | $3.75BMar 2021 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.6B | +9.4% | +7.6% | 0.9% | |
| Discretionary AUM | $3.6B | ||||
Key Metrics
| Total AUM | $3.58B |
| Discretionary | $3.57B |
| Employees | 65 |
| Client Accounts | 6030 |
| Client Range | More than 500 |
Contact & Location
Address
429 SANTA MONICA BLVD.
SANTA MONICA CA 90401
Phone
888-422-2287
Filing History
66 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.6B
99.8% of AUM
Non-Discretionary
$8M
0.2% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment Adviser