Abacus Wealth Partners

Abacus Wealth Partners, LLC is a wealth management firm based in Santa Monica, California, with additional offices across the United States. Founded in 1988, the firm specializes in providing investment advisory services to affluent individuals, professionals, and entrepreneurs. Its offerings include comprehensive wealth management services such as insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. Additionally, Abacus Wealth Partners delivers investment management and estate planning services, which encompass financial checkup services and relationship planning. The firm is recognized for its independent approach to financial planning and its commitment to addressing the unique needs of its clients.

Brenton Kessel

Founder

Jessica Lu

COO, Partner and Board Member

Walter Yu

Director of Portfolio Management and Trading, Partner and Member of the Investment Committee

1 past transactions

Robasciotti & Philipson

Acquisition in 2021

Robasciotti & Philipson is a woman-owned and operated comprehensive wealth management firm in San Francisco. Through our distinctive approach of listening to and educating our clients, we help them reach financial and life goals and achieve total financial health. We stand apart from other wealth managers in how we diligently build a relationship and profound understanding with each client. Before crafting a personalized investment plan, we educate our clients, listen, and help them feel comfortable knowing that their values and priorities will be reflected in their investment strategy.

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