LeadIQ logo
Learn more at LeadIQ.com
Abacus Wealth Partners logo

Abacus Wealth Partners Employee Directory

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.

Find Abacus Wealth Partners employees' phone numbers or email addresses

Abacus Wealth Partners Global Highlights

Location
Employees

North America
134

Minus sign iconPlus sign icon
  • United States Of America
    134

Abacus Wealth Partners's Leadership

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

Abacus Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Administrative
  • Analytics
  • Human Resources
  • Program & Project Management
  • Other
  • Banking
  • Accounting
  • Business
  • Community & Social Services

Contact profiles from Abacus Wealth Partners

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

Frequently Asked Questions

What is Abacus Wealth Partners known for?

Minus sign iconPlus sign iconAbacus Wealth Partners was founded in 2004 and operates in the Financial Services industry. You can contact Abacus Wealth Partners's 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?

Minus sign iconPlus sign iconAbacus Wealth Partners employees' email format typically follows the pattern of First@abacuswealth.com. 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?

Minus sign iconPlus sign iconAbacus Wealth Partners has approximately 75 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.