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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3.3B | $3.3B | $9.5M | 67 | 22 |
| Apr 2025 | $3.3B | $3.3B | $9.5M | 67 | 22 |
| Mar 2025 | $3.3B | $3.3B | $9.5M | 67 | 22 |
| Dec 2024 | $3.1B | $3.1B | $1.6M | 71 | 30 |
| Jul 2024 | $3.1B | $3.1B | $1.6M | 71 | 30 |
| Mar 2024 | $3.1B | $3.1B | $1.6M | 71 | 30 |
| Mar 2023 | $2.8B | $2.8B | $13.9M | 71 | 28 |
| Dec 2022 | $3.4B | $3.4B | $70.7M | 65 | 0 |
| Dec 2022 | $3.4B | $3.4B | $70.7M | 65 | 0 |
| Nov 2022 | $3.4B | $3.4B | $70.7M | 65 | 0 |
| Jul 2022 | $3.4B | $3.4B | $70.7M | 65 | 0 |
| Mar 2022 | $3.4B | $2.9B | $561.3M | 65 | 0 |
| Mar 2021 | $3.7B | $3.5B | $236.8M | 64 | 0 |
| May 2020 | $2.7B | $2.3B | $389.2M | 64 | 0 |
| Mar 2020 | $2.7B | $2.3B | $389.2M | 64 | 0 |
| Mar 2019 | $2.1B | $2B | $128.7M | 55 | 0 |
| Oct 2018 | $2.2B | $2B | $146.6M | 51 | 0 |
| Apr 2018 | $2.2B | $2B | $146.6M | 50 | 0 |
| Mar 2018 | $2.2B | $2B | $146.6M | 50 | 0 |
| Sep 2017 | $1.8B | $1.7B | $83.8M | 42 | 1,400 |
| Sep 2017 | $1.8B | $1.7B | $83.8M | 43 | 1,400 |
| Mar 2017 | $1.8B | $1.7B | $83.8M | 41 | 1,400 |
| Mar 2016 | $1.4B | $1.3B | $130.6M | 42 | 1,387 |
| Aug 2015 | $1.4B | $1.2B | $178M | 37 | 1,200 |
| Aug 2015 | $1.4B | $1.2B | $178M | 37 | 1,200 |
| Mar 2015 | $1.4B | $1.2B | $178M | 37 | 1,200 |
| May 2014 | $1.1B | $1B | $38.3M | 27 | 1,000 |
| Mar 2014 | $988.2M | $950M | $38.2M | 27 | 900 |
| Jul 2013 | $774.7M | $721.8M | $53M | 25 | 800 |
| Jul 2013 | $774.7M | $721.8M | $53M | 25 | 800 |
| Apr 2013 | $774.7M | $721.8M | $53M | 25 | 800 |
| Apr 2013 | $774.7M | $721.8M | $53M | 25 | 800 |
| Apr 2013 | $774.7M | $721.8M | $53M | 25 | 800 |
| Mar 2013 | $774.7M | $721.8M | $53M | 25 | 800 |
| Jan 2013 | $681.4M | $680.7M | $669.7K | 27 | 700 |
| Jun 2012 | $681.4M | $680.7M | $669.7K | 11 | 700 |
| May 2012 | $681.4M | $680.7M | $669.7K | 11 | 700 |
| Mar 2012 | $681.4M | $680.7M | $669.7K | 11 | 700 |
| Apr 2010 | $609.3M | $597.7M | $11.5M | -- | -- |
| Mar 2010 | $609.3M | $597.7M | $11.5M | -- | -- |
| Mar 2009 | $467.8M | $450M | $17.8M | -- | -- |
| Mar 2008 | $808.4M | $794.2M | $14.1M | -- | -- |
| Jan 2008 | $654.9M | $628.7M | $26.2M | 10 | -- |
| Aug 2007 | $654.9M | $628.7M | $26.2M | 10 | -- |
| Mar 2007 | $654.9M | $628.7M | $26.2M | 10 | -- |
| Sep 2005 | $357.7M | $320.3M | $37.4M | 10 | -- |
| Feb 2005 | $357.7M | $320.3M | $37.4M | 10 | -- |
| Jan 2005 | $357.7M | $320.3M | $37.4M | 10 | -- |
| Sep 2004 | $275.5M | $243.8M | $31.6M | 10 | -- |
| Jan 2004 | $275.5M | $243.8M | $31.6M | 10 | -- |
| Jan 2004 | $275.5M | $243.8M | $31.6M | 10 | -- |
| Jan 2004 | $275.5M | $243.8M | $31.6M | 10 | -- |
| Nov 2003 | $275.5M | $243.8M | $31.6M | 10 | -- |
DateMay 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$9.5M
Employees67
Clients22
DateApr 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$9.5M
Employees67
Clients22
DateMar 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$9.5M
Employees67
Clients22
DateDec 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$1.6M
Employees71
Clients30
DateJul 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$1.6M
Employees71
Clients30
DateMar 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$1.6M
Employees71
Clients30
DateMar 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$13.9M
Employees71
Clients28
DateDec 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$70.7M
Employees65
Clients0
DateDec 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$70.7M
Employees65
Clients0
DateNov 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$70.7M
Employees65
Clients0
DateJul 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$70.7M
Employees65
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$2.9B
Non-Disc.$561.3M
Employees65
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$3.5B
Non-Disc.$236.8M
Employees64
Clients0
DateMay 2020
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$389.2M
Employees64
Clients0
DateMar 2020
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$389.2M
Employees64
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$128.7M
Employees55
Clients0
DateOct 2018
Total AUM$2.2B
Discretionary$2B
Non-Disc.$146.6M
Employees51
Clients0
DateApr 2018
Total AUM$2.2B
Discretionary$2B
Non-Disc.$146.6M
Employees50
Clients0
DateMar 2018
Total AUM$2.2B
Discretionary$2B
Non-Disc.$146.6M
Employees50
Clients0
DateSep 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$83.8M
Employees42
Clients1,400
DateSep 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$83.8M
Employees43
Clients1,400
DateMar 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$83.8M
Employees41
Clients1,400
DateMar 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$130.6M
Employees42
Clients1,387
DateAug 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$178M
Employees37
Clients1,200
DateAug 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$178M
Employees37
Clients1,200
DateMar 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$178M
Employees37
Clients1,200
DateMay 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$38.3M
Employees27
Clients1,000
DateMar 2014
Total AUM$988.2M
Discretionary$950M
Non-Disc.$38.2M
Employees27
Clients900
DateJul 2013
Total AUM$774.7M
Discretionary$721.8M
Non-Disc.$53M
Employees25
Clients800
DateJul 2013
Total AUM$774.7M
Discretionary$721.8M
Non-Disc.$53M
Employees25
Clients800
DateApr 2013
Total AUM$774.7M
Discretionary$721.8M
Non-Disc.$53M
Employees25
Clients800
DateApr 2013
Total AUM$774.7M
Discretionary$721.8M
Non-Disc.$53M
Employees25
Clients800
DateApr 2013
Total AUM$774.7M
Discretionary$721.8M
Non-Disc.$53M
Employees25
Clients800
DateMar 2013
Total AUM$774.7M
Discretionary$721.8M
Non-Disc.$53M
Employees25
Clients800
DateJan 2013
Total AUM$681.4M
Discretionary$680.7M
Non-Disc.$669.7K
Employees27
Clients700
DateJun 2012
Total AUM$681.4M
Discretionary$680.7M
Non-Disc.$669.7K
Employees11
Clients700
DateMay 2012
Total AUM$681.4M
Discretionary$680.7M
Non-Disc.$669.7K
Employees11
Clients700
DateMar 2012
Total AUM$681.4M
Discretionary$680.7M
Non-Disc.$669.7K
Employees11
Clients700
DateApr 2010
Total AUM$609.3M
Discretionary$597.7M
Non-Disc.$11.5M
Employees--
Clients--
DateMar 2010
Total AUM$609.3M
Discretionary$597.7M
Non-Disc.$11.5M
Employees--
Clients--
DateMar 2009
Total AUM$467.8M
Discretionary$450M
Non-Disc.$17.8M
Employees--
Clients--
DateMar 2008
Total AUM$808.4M
Discretionary$794.2M
Non-Disc.$14.1M
Employees--
Clients--
DateJan 2008
Total AUM$654.9M
Discretionary$628.7M
Non-Disc.$26.2M
Employees10
Clients--
DateAug 2007
Total AUM$654.9M
Discretionary$628.7M
Non-Disc.$26.2M
Employees10
Clients--
DateMar 2007
Total AUM$654.9M
Discretionary$628.7M
Non-Disc.$26.2M
Employees10
Clients--
DateSep 2005
Total AUM$357.7M
Discretionary$320.3M
Non-Disc.$37.4M
Employees10
Clients--
DateFeb 2005
Total AUM$357.7M
Discretionary$320.3M
Non-Disc.$37.4M
Employees10
Clients--
DateJan 2005
Total AUM$357.7M
Discretionary$320.3M
Non-Disc.$37.4M
Employees10
Clients--
DateSep 2004
Total AUM$275.5M
Discretionary$243.8M
Non-Disc.$31.6M
Employees10
Clients--
DateJan 2004
Total AUM$275.5M
Discretionary$243.8M
Non-Disc.$31.6M
Employees10
Clients--
DateJan 2004
Total AUM$275.5M
Discretionary$243.8M
Non-Disc.$31.6M
Employees10
Clients--
DateJan 2004
Total AUM$275.5M
Discretionary$243.8M
Non-Disc.$31.6M
Employees10
Clients--
DateNov 2003
Total AUM$275.5M
Discretionary$243.8M
Non-Disc.$31.6M
Employees10
Clients--