What departments does Abacus Wealth Partners have?

Abacus Wealth Partners has employees across 11 departments including Entrepreneurship, Finance, Research, Administrative, Engineering.

What is the largest department at Abacus Wealth Partners?

The largest department at Abacus Wealth Partners is Banking with 4 employees.

Where are Abacus Wealth Partners employees located globally?

Abacus Wealth Partners has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Abacus Wealth Partners's team size changed over time?

Abacus Wealth Partners's team has decreased from approximately 125 to 56 employees based on available data.

Abacus Wealth Partners Employee Directory

Q: Who are Abacus Wealth Partners's key employees and leadership?

Abacus Wealth Partners's key employees include: Founding Ceo And Advisor: S. S., President: E. A..

Financial ServicesCalifornia, United States51-200 Employees

Abacus Wealth Partners is an independent wealth management firm headquartered in Santa Monica, California. It operates as a fee-only, SEC-registered investment adviser and is certified as a B Corporation, aligning its fiduciary duties with client interests. The firm delivers personalized financial planning alongside research-driven investing that reflects clients' values.

Its advisory approach supports clients through life transitions, retirement preparation, and efforts to grow and protect wealth while shaping a meaningful legacy. The company emphasizes clarity, intentionality, and long-term partnerships, meeting clients where they are and helping them connect financial choices with personal values. In October 2025, Abacus merged with Milestone Financial Planning, LLC.

Abacus Wealth Partners Global Highlights

North America
139

United States Of America
139

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Abacus Wealth Partners's Leadership

E. A.
President
Mobile Phone
Email
S. S.
Founding Ceo And Advisor
Mobile Phone
Email
N. D.
Owner
Mobile Phone
Email
W. H. C. M. C.
Financial Advisor, Partner
Mobile Phone
Email
A. H.
Executive Vice President Director Global Capital Markets
Mobile Phone
Email
E. L.
Director, Global Head Of Talent
Mobile Phone
Email
B. K.
Director
Mobile Phone
Email
C. G.
Director Of Research Sales And Trading Product And Account Management
Mobile Phone
Email

Abacus Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Finance
Administrative
Analytics
Human Resources
Program & Project Management
Other
Banking
Accounting
Business

Contact profiles from Abacus Wealth Partners

Name

Title

Contact Info

Location

Last Update

S. S.
Founding Ceo And Advisor
Mobile Phone
Email
Bay
May 08, 2026
E. A.
President
Mobile Phone
Email
Oct 22, 2024
N. D.
Owner
Mobile Phone
Email
Oct 16, 2024
W. H. C. M. C.
Financial Advisor, Partner
Mobile Phone
Email
Jul 31, 2024
A. H.
Executive Vice President Director Global Capital Markets
Mobile Phone
Email
Oct 17, 2024
E. L.
Director, Global Head Of Talent
Mobile Phone
Email
Oct 18, 2024
B. K.
Director
Mobile Phone
Email
Oct 18, 2024
C. G.
Director Of Research Sales And Trading Product And Account Management
Mobile Phone
Email
Oct 22, 2024
J. F.
Team Lead Associate Director
Mobile Phone
Email
Oct 16, 2024
M. B.
Managing Director
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Abacus Wealth Partners known for?

Abacus Wealth Partners was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-424-229-****

. Explore Abacus Wealth Partners's company overview page for more information.

What is Abacus Wealth Partners's most common email format?

Abacus Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Abacus Wealth Partners email formats with LeadIQ.

How many employees does Abacus Wealth Partners have currently?

Abacus Wealth Partners has approximately 75 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Abacus Wealth Partners's key employees and leadership?

As of July 2026, Abacus Wealth Partners's key employees include:

President: E. A.
Founding Ceo And Advisor: S. S.
Owner: N. D.
Financial Advisor, Partner: W. H. C. M. C.
Executive Vice President Director Global Capital Markets: A. H.

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Abacus Wealth Partners Employee Directory

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