Abacus Wealth Partners
Abacus Wealth Partners

Abacus Wealth Partners Information

Contact top employees from Abacus Wealth Partners

Summary

Abacus Wealth Partners is a private company that has been in the industry for 38 years. The company currently specializes in the Financial Services, Diversified Financial Services areas. The position of the Founder & CEO is occupied by Brent Kessel. Its headquarters is located at Santa Monica, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Abacus Wealth Partners varies between 5.0M and 25M. To connect with Abacus Wealth Partners employee register on SignalHire.

Organization Website

abacuswealth.com

Social Links

facebookfacebooklinkedIntwitter

Phone Number

8884222287

Industries

Headquarters Location

429 Santa Monica Blvd, California, 90401 US

Employees Size

100-200 employees

Specialties

Wealth Management, Investment Management, Financial Planning, Impact Investing, ESG Investing, Values-Aligned Investing

SIC Code

6199

DMA Code

Los Angeles Metropolitan Area

Founded

2004

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Merger Pending

Competitors

Founded
Type
Employees
Revenue
Funding
1982Privately
Held
100 - 250 25.5M $0
2015Privately
Held
10-50 - $-

Estimated Website Traffic

The chart shows a growth in traffic to the abacuswealth.com website. In November, traffic increased to 7696, compared to 7234 in the previous month. The highest traffic in 2025 was recorded in November, reaching 7696 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Abacus Wealth Partners shows a diverse range of experience levels:
3% have been with the company for less than 1 year6% for 1–2 years18% for 3–4 years12% for 5–7 years12% for 8–10 years48% have over 11 years of service at Abacus Wealth Partners
Ex-employees positions
In Company
In New Company
Contact top employees from Abacus Wealth Partners
Stacie Rasmussen
Training Coordinator
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David
Senior Trader
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Elizabeth Pulido
Financial Advisor
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Lindsey Woodward
Co-Chief Investment Officer
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Ariel Ward
Financial Advisor
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Casie Dunning
Financial Advisor
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Mary Beth Demers
Client Services Associate
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Brooke Mease
Associate Creative Director
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Lara Lamb
Partner / Financial Advisor
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Kyle Williams
Financial Advisor
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Emily Benedetto
CERTIFIED FINANCIAL PLANNER™ professional
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Kathryn Peyton
Financial Advisor
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Alan Ungar CFP Board Emeritus MBA
Certified Financial Planner--Emeritus
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Kasey McManis
Financial Advisor & Partner
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Rae Rose
Executive Assistant and Project Manager
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Tiesha Cullins
Financial Advisor
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Byron Gurzo
Trading Analyst
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Anvitha Prasad
Investment Analyst
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Libby Boehne
Financial Advisor
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Brittany Huie
Client Services Associate
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Edlin Meyer
Director of Operations
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Kate Barron
Director of Impact & Wealth Manager
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Rasheed Ahmed
Financial Advisor
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Jazmynn Kite
Client Services Associate
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FAQ

Abacus Wealth Partners operates in the Finance industries. More details can be found on the official website: abacuswealth.com.
The headquarters of Abacus Wealth Partners are located in Santa Monica, United States.
The current CEO of Abacus Wealth Partners is Brent Kessel
You can contact Abacus Wealth Partners by phone at 8884222287.
Abacus Wealth Partners currently employs 100-200 people.
Abacus Wealth Partners's revenue is approximately 17M.
Well-known competitors of Abacus Wealth Partners include Colonial Claims and Planum Partners.

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