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Abacus Wealth Partners overview

Industry
Consulting Services
Revenue
Headquarters
Employees
68
Founded in
Website
Organization type
Private
Social media
Abacus Wealth Partners provides investment advisory services in the United States as a financial services company. It offers wealth management services such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. Abacus Wealth Partners also provides investment management services and estate planning services that include planning relationship and financial checkup services. Brenton W. Kessel and Spencer Sherman founded it in 1988, with its headquarters in Santa Monica in California and additional offices in the United States.
Based in Santa Monica, CA, Abacus Wealth Partners is a small professional company with only 68 employees and an annual revenue of $7.7M.

Abacus Wealth Partners's mission statement

To improve people's lives. Managing investments that have a positive impact on society and the environment.

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The team at Abacus Wealth Partners

  • The founders of Abacus Wealth Partners are Brenton Kessel and Spencer Sherman.
  • The key people at Abacus Wealth Partners are Brenton Kessel and Spencer Sherman.
Key people
Brenton Kessel
Spencer Sherman

Abacus Wealth Partners salaries

Average Abacus Wealth Partners salary
$52,030
yearly
$25.01 hourly
Updated March 14, 2024

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Abacus Wealth Partners office locations

Abacus Wealth Partners is headquartered in Santa Monica, CA

Abacus Wealth Partners financial performance

8.3
Performance score

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Zippia gives an in-depth look into the details of Abacus Wealth Partners, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Abacus Wealth Partners. The employee data is based on information from people who have self-reported their past or current employments at Abacus Wealth Partners. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Abacus Wealth Partners. The data presented on this page does not represent the view of Abacus Wealth Partners and its employees or that of Zippia.

Abacus Wealth Partners may also be known as or be related to Abacus Wealth Partners and Abacus Wealth Partners, LLC.