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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
133

Minus sign iconPlus sign icon
  • United States Of America
    133

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
  • Managing Director at Abacus Wealth Partners
    M. B.
    Managing Director
    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

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
  • Wealth Advisor at Abacus Wealth Partners
    J. Q.
    Wealth Advisor
    Mobile Phone
    Bay
    Sep 18, 2026
  • Financial Advisor at Abacus Wealth Partners
    K. S.
    Financial Advisor
    Mobile Phone
    Oct 01, 2026
  • Paraplanner at Abacus Wealth Partners
    J. M.
    Paraplanner
    Mobile Phone
    Sep 24, 2025
  • Partner, Cfp®, Financial Advisor at Abacus Wealth Partners
    J. D.
    Partner, Cfp®, Financial Advisor
    Mobile Phone
    Aug 27, 2026
  • Executive Assistant at Abacus Wealth Partners
    G. P.
    Executive Assistant
    Mobile Phone
    Bay
    Jun 25, 2026
  • Financial Planner at Abacus Wealth Partners
    B. G.
    Financial Planner
    Mobile Phone
    Aug 04, 2023
  • Client Service Associate at Abacus Wealth Partners
    B. C.
    Client Service Associate
    Mobile Phone
    Jun 03, 2026
  • Ux Ui Designer at Abacus Wealth Partners
    C. P.
    Ux Ui Designer
    Mobile Phone
    Oct 16, 2024
  • Certified Financial Planner Professional at Abacus Wealth Partners
    E. H.
    Certified Financial Planner Professional
    Mobile Phone
    Jul 30, 2024
  • Financial Advisor at Abacus Wealth Partners
    H. K.
    Financial Advisor
    Mobile Phone
    Oct 16, 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 September 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 September 2026, Abacus Wealth Partners's key employees include:

  • President: E. A.
  • Founding Ceo And Advisor: S. S.
  • Managing Director: M. B.
  • Owner: N. D.
  • Financial Advisor, Partner: W. H. C. M. C.

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