Abacus Wealth Partners

Abacus Wealth Partners, LLC is a financial services firm based in Santa Monica, California, specializing in investment advisory and wealth management services. Founded in 1999, the company offers a comprehensive range of services, including insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. In addition to wealth management, Abacus provides investment management and estate planning services, which encompass relationship planning and financial checkup services. The firm operates additional offices across the United States, reflecting its commitment to serving a diverse clientele.

Brenton Kessel

Founder

Jessica Lu

Director of operations

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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