May 28, 2017 2:31 PM ET

Capital Markets

Company Overview of Abacus Wealth Partners, LLC

Company Overview

Abacus Wealth Partners, LLC, a financial services company, provides investment advisory services in the United States. It offers wealth management services, such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. The company also provides investment management services; and estate planning services, including planning relationship and financial checkup services. Abacus Wealth Partners, LLC was founded in 1999 and is based in Santa Monica, California with additional offices in the United States.

429 Santa Monica Boulevard

Suite 500

Santa Monica, CA 90401

United States

Founded in 1999

Phone:

310-566-1888

Fax:

888-422-2287

Key Executives for Abacus Wealth Partners, LLC

Co-Founder, Chief Executive Officer and Partner
Age: 27
President and Partner
Co-Founder, Executive Chairman and Partner
Chief Financial Officer and Partner
Director of Operations
Compensation as of Fiscal Year 2016.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
The Advertising Council, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Abacus Wealth Partners, LLC, please visit www.abacuswealth.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.