ABACUS WEALTH PARTNERS, LLC
Legal name: ABACUS WEALTH PARTNERS
CRD #128590 SEC #801-62557 SANTA MONICA, CA 888-422-2287
SEC Registered Private Funds
Total AUM
$3.3B
Discretionary
$3.3B
Employees
67
Clients
--
Accounts
5,866
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 28, 2025
- Branch Offices
- 27
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ACHESON, KELLY, JAYNE | I | CLIENT SERVICE ASSOCIATE MANAGER & PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| ALOIA, GREGORY, VINCENT | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | BOARD MEMBER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | BOARD MEMBER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | BOARD MEMBER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | BOARD MEMBER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | BOARD MEMBER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | BOARD MEMBER | NA | |
| BRENNER, GABRIEL, STEPHEN | I | BOARD MEMBER | NA | |
| BRUCE, JONATHAN, DANIEL | I | MANAGING DIRECTOR | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | MANAGING DIRECTOR | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | MANAGING DIRECTOR | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | MANAGING DIRECTOR | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | MANAGING DIRECTOR | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PARTNER | NA | |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| BUSHNELL, NEELA, NANCY | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | BOARD MEMBER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| CANNING, BRIAN, EDWARD | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | VICE PRESIDENT | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLE, JASON, M | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| COLON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| COLON, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIS, JANA, ELIZABETH | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| DAVIS, JANA, ELIZABETH | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| DAVIS, JANA, ELIZABETH | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| DAVIS, JANA, ELIZABETH | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| DAVIS, JANA, ELIZABETH | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| DAVIS, JANA, ELIZABETH | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| DAVIS, JANA, ELIZABETH | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| EING, JOHN, DAH-JI | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| EING, JOHN, DAH-JI | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| EING, JOHN, DAH-JI | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| FREIBURGER, EILEEN, SEEMAN | I | FINACIAL ADVISOR AND PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GLOSSER, KARI, JEAN | I | FINANCIAL ADVISOR & PARTNER | NA | |
| GREULICH, ELIZABETH, JAMES | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| HEADLEY, WENDE, MATTSON | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| HELLER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | NA | Control |
| HELLER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | NA | Control |
| HELLER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | NA | Control |
| HELLER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | NA | Control |
| HELLER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | NA | Control |
| HELLER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | NA | Control |
| HELLER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | NA | Control |
| HELLER, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | NA | Control |
| HUMMEL, NEELA, BUSHNELL | I | CO-CEO | NA | Control |
| HUMMEL, NEELA, BUSHNELL | I | CO-CEO | NA | Control |
| HUMMEL, NEELA, BUSHNELL | I | CO-CEO | NA | Control |
| HUMMEL, NEELA, BUSHNELL | I | CO-CEO | NA | Control |
| HUMMEL, NEELA, BUSHNELL | I | CO-CEO | NA | Control |
| HUMMEL, NEELA, BUSHNELL | I | CO-CEO | NA | Control |
| HUMMEL, NEELA, BUSHNELL | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | PRESIDENT | NA | Control |
| KESSEL, BRENTON, W. | I | PRESIDENT | NA | Control |
| KESSEL, BRENTON, W. | I | PRESIDENT | NA | Control |
| KESSEL, BRENTON, W. | I | PRESIDENT | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, W. | I | CO-CEO | NA | Control |
| KESSEL, BRENTON, WARWICK | I | CO-FOUNDER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | CO-FOUNDER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | CO-FOUNDER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | CO-FOUNDER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | CO-FOUNDER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | CO-FOUNDER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | CO-FOUNDER | NA | Control |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | BOARD MEMBER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAMB, LARA, GASTON | I | FINANCIAL ADVISOR & PARTNER | NA | |
| LAWRENCE, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | Control |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER & CONTROLLER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LU-BUETOW, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLSON, SUSAN | I | BOARD MEMBER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| PORTER, BARRETT, SEAN | I | FINANCIAL ADVISOR AND PARTNER | NA | |
| Paganin, Jorge | I | CFO/PARTNER | NA | |
| Paganin, Jorge | I | CFO/PARTNER | NA | |
| Paganin, Jorge | I | CFO/PARTNER | NA | |
| Paganin, Jorge | I | CFO/CCO/PARTNER | NA | |
| Paganin, Jorge | I | CFO/CCO/PARTNER | NA | |
| Paganin, Jorge | I | CFO/CCO/PARTNER | NA | |
| Paganin, Jorge | I | CFO/CCO/COO PARTNER | NA | |
| RAFKIND, LINDSEY, SHEA WOODWARD | I | CO-CIO/PARTNER | NA | |
| RAFKIND, LINDSEY, SHEA WOODWARD | I | CO-CIO/PARTNER | NA | |
| RAFKIND, LINDSEY, SHEA WOODWARD | I | CO-CIO/PARTNER | NA | |
| RIVERA, MATTHEW, JOHN | I | CO-CIO/PARTNER | NA | |
| RIVERA, MATTHEW, JOHN | I | CO-CIO/PARTNER | NA | |
| RIVERA, MATTHEW, JOHN | I | CO-CIO/PARTNER | NA | |
| RIVERA, MATTHEW, JOHN | I | CO-CIO/PARTNER | NA | |
| RIVERA, MATTHEW, JOHN | I | CO-CIO/PARTNER | NA | |
| RIVERA, MATTHEW, JOHN | I | CO-CIO/PARTNER | NA | |
| RIVERA, MATTHEW, JOHN | I | CO-CIO/PARTNER | NA | |
| SHERMAN, SPENCER, DAVID | I | CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-FOUNDER | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-CEO | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-FOUNDER | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-FOUNDER | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-FOUNDER | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-FOUNDER | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-FOUNDER | NA | Control |
| SHERMAN, SPENCER, DAVID | I | CO-FOUNDER | NA | Control |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CO-CEO | NA | Control |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CHIEF MARKETING OFFICER | NA | |
| STORJOHANN, MARY, ELIZABETH | I | CO-CEO | NA | Control |
| STORJOHANN, MARY, ELIZABETH | I | CO-CEO | NA | Control |
| STORJOHANN, MARY, ELIZABETH | I | CO-CEO | NA | Control |
| STORJOHANN, MARY, ELIZABETH | I | CO-CEO | NA | Control |
| STORJOHANN, MARY, ELIZABETH | I | CO-CEO | NA | Control |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | FINANCIAL ADVISOR & PARTNER | NA | |
| WOLF, BARBARA, JACOBS | I | BOARD MEMBER | NA | |
| WOLF, BARBARA, JACOBS | I | BOARD MEMBER | NA | |
| WOLF, BARBARA, JACOBS | I | BOARD MEMBER | NA | |
| WOLF, BARBARA, JACOBS | I | BOARD MEMBER | NA | |
| WOLF, BARBARA, JACOBS | I | BOARD MEMBER | NA | |
| WOLF, BARBARA, JACOBS | I | BOARD MEMBER | NA | |
| WOODWARD, LINDSEY, SHEA | I | CO-CIO/PARTNER | NA | |
| WOODWARD, LINDSEY, SHEA | I | CO-CIO/PARTNER | NA | |
| WOODWARD, LINDSEY, SHEA | I | CO-CIO/PARTNER | NA | |
| WOODWARD, LINDSEY, SHEA | I | CO-CIO/PARTNER | NA | |
| YU, WALTER | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER | NA | |
| YU, WALTER | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER | NA | |
| YU, WALTER | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER | NA | |
| YU, WALTER | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER | NA | |
| YU, WALTER | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER | NA | |
| YU, WALTER | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER | NA | |
| YU, WALTER | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND PARTNER | NA | |
| YU, WALTER | I | BOARD MEMBER | NA | |
| YU, WALTER | I | BOARD MEMBER | NA | |
| YU, WALTER | I | BOARD MEMBER | NA | |
| YU, WALTER | I | BOARD MEMBER | NA | |
| YU, WALTER | I | BOARD MEMBER | NA | |
| YU, WALTER | I | BOARD MEMBER | NA | |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| KESSEL, BRENTON | I | PRESIDENT & COO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| SHERMAN, SPENCER, DAVID | I | CEO | D | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | OWNER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | OWNER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| SHERMAN FINANCIAL, INC. | DE | VOTING MEMBER | C | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| DEWOLF, DAVID, ALLEN | I | CFO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| GAGNE, DARIUS, GEISER | I | CIO AND PARTNER | B | Control |
| COLE, JASON, M | I | VICE PRESIDENT | A | |
| COLE, JASON, M | I | VICE PRESIDENT | A | |
| COLE, JASON, M | I | VICE PRESIDENT | A | |
| COLE, JASON, M | I | VICE PRESIDENT | A | |
| COLE, JASON, M | I | VICE PRESIDENT | A | |
| COLE, JASON, M | I | VICE PRESIDENT | A | |
| COLE, JASON, M | I | VICE PRESIDENT | A | |
| COLE, JASON, M | I | VICE PRESIDENT | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC. | E | Control |
Registrations
Federal
IA
May 28, 2025 REGISTERED
Notice Filings (42)
AK AR AZ CA CO CT DC DE FL GA HI IA IL IN KS KY LA MA MD ME MI MN MT NC NH NJ NM NV NY OH OR PA RI SC SD TN TX UT VA VT WA WI
Address
429 SANTA MONICA BLVD.SUITE 500
SANTA MONICA, CA 90401
United States
Phone: 888-422-2287