# ABACUS WEALTH PARTNERS, LLC

ABACUS WEALTH PARTNERS, LLC of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128590
- Type: SEC-registered investment adviser
- SEC file number: 801-62557
- Location: 429 SANTA MONICA BLVD., SUITE 500, SANTA MONICA, CA, 90401
- Phone: 888-422-2287
- Latest filing: 2026-07-07
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.6B
- Non-discretionary AUM: $8.3M
- Clients: 65
- Accounts: 6,030

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (47)

_Showing 25 of 47 people._

| Name | Role | Location |
| --- | --- | --- |
| Bruce Burton Daniel | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR; MANAGING DIRECTOR; PARTNER (+1 more) | Auburn, AL |
| Spencer David Sherman | CO-FOUNDER; SHAREHOLDER | — |
| Brenton Warwick Kessel | CO-FOUNDER; SHAREHOLDER | — |
| Barrett Sean Porter | FINANCIAL ADVISOR AND PARTNER | — |
| Gabriel Stephen Brenner | BOARD MEMBER; BOARD MEMBER / PARTNER | — |
| Neela Bushnell Hummel | CO-CEO | — |
| Barbara Jacobs Wolf | BOARD MEMBER; BOARD MEMBER / PARTNER | — |
| Walter Yu | BOARD MEMBER | — |
| Matthew John Rivera | CO-CIO/PARTNER | — |
| Lindsey Shea Woodward Rafkind | CO-CIO/PARTNER | — |
| Jorge Paganin | CFO/CCO/COO PARTNER; CFO/CCO/PARTNER | Santa Monica, CA |
| Mary Elizabeth Storjohann | CO-CEO | — |
| SHERMAN SPENCER DAVID | CEO; CO-CEO; CO-FOUNDER (+2 more) | — |
| KESSEL BRENTON | PRESIDENT & COO | — |
| COLE JASON M | FINANCIAL ADVISOR AND PARTNER; VICE PRESIDENT | — |
| ALOIA GREGORY VINCENT | CHIEF COMPLIANCE OFFICER; FINANCIAL ADVISOR AND PARTNER | — |
| COLON LISA MARIE | CHIEF COMPLIANCE OFFICER | — |
| LAMB LARA GASTON | BOARD MEMBER; FINANCIAL ADVISOR & PARTNER | — |
| LAWRENCE SUZANNE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| KESSEL BRENTON W | CO-CEO; PRESIDENT | — |
| DEWOLF DAVID ALLEN | CFO AND PARTNER | — |
| GAGNE DARIUS GEISER | CIO AND PARTNER | — |
| HELLER MATTHEW DAVID | CHIEF COMPLIANCE OFFICER / INTERNAL COUNSEL | — |
| CANNING THOMAS EDWARD | BOARD MEMBER; FINANCIAL ADVISOR AND PARTNER | — |
| KESSEL BRENTON WARWICK | CO-FOUNDER; SHAREHOLDER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-06-29 | regulatory | THE OREGON DIVISION OF FINANCIAL REGULATION CANCELLED THE REGISTRATION/LICENSE OF THE PREVIOUS INVESTMENT ADVISER FIRM THAT MR. KAPLAN WAS ASSOCIATED WITH, HALCYON FINANCIAL PLANNING, DUE TO "LACK OF E&O INSURANCE". | Final | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ALIGN IMPACT FUND, LP | Private Equity Fund | Delaware | 70 | $11.6M | $100K |


## Branch offices (31)

_Showing 15 of 31 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SANTA MONICA | CA | 14 | 888-422-2287 |
| SEBASTOPOL | CA | 7 | 707 829 6901 |
| SAN CARLOS | CA | 3 | 650-243-0448 |
| — | — | 3 | (215) 656-4280 |
| — | — | 1 | 888-422-2287 |
| — | — | 1 | 8884222787 |
| — | — | 1 | 8884222787 |
| — | — | 1 | 8884222787 |
| — | — | 1 | 8884222787 |
| — | — | 1 | 8884222787 |
| — | — | 1 | 8884222787 |
| — | — | 1 | 888422787 |
| — | — | 1 | 8884222787 |
| — | — | 1 | 8884222787 |
| — | — | 1 | 8884222787 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128590/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128590/similar
- Related entities: https://search.stillhousedata.com/firm/128590/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128590

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.