ABACUS WEALTH INTERNATIONAL (AWI)

ABACUS WEALTH INTERNATIONAL (AWI) of SANTA ANA, CA is an SEC-registered investment adviser (CRD 308998). Regulatory assets under management: $274K.

Registration

• CRD: 308998
• Type: Registered investment adviser
• Location: 132 EAST DYER RD., SANTA ANA, CA, 92707
• Phone: 949-436-6083
• Latest filing: 2026-02-03
• Regulatory AUM: $274K
• Non-discretionary AUM: $274K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308998 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search