Abacus Wealth Partners

Firm record

As recorded in SEC IAPD

Firm CRD

128590

SEC number

801-62557

Firm type

RIA

Assets under management

$3.6B as of May 13, 2026

Website

www.doneby60.com ↗

Phone

888-422-2287

Address

429 Santa Monica Blvd., Santa Monica, CA, 90401

Advisors at this firm

46 in our index · page 1 of 1

• Kelly Jayne AchesonCRD 6076207 · Sebastopol, CA
  IA Registered
• Lauren Taylor BoyesCRD 6001568 · Sebastopol, CA
  IA RegisteredRegistration inactive
• Gabriel Stephen BrennerCRD 2675337 · San Carlos, CA
  IA Registered
• Kathleen Barron-AlicanteCRD 7002732 · Ardmore, PA
  IA Registered
• Emily Rose BenedettoCRD 6849355 · Santa Monica, CA
  IA Registered
• Elizabeth Metcalf BoehneCRD 7779092 · Chapel Hill, NC
  IA Registered
• Rose Ellen Brink-CapriolaCRD 7332885 · Sebastopol, CA
  IA Registered
• Marisa Anh Hoan BrowneCRD 7540635 · Hercules, CA
  IA Registered
• Brenda Sheree ChatmanCRD 5474011 · Flagstaff, AZ
  IA Registered
• Lalaine CollantesCRD 7392447 · Santa Monica, CA
  IA Registered
• Chrysantha CosbyCRD 6431220 · Santa Monica, CA
  IA Registered
• Tiesha CullinsCRD 7392452 · Savannah, GA
  IA Registered
• Jana Elizabeth DavisCRD 4982445 · Santa Monica, CA
  IA Registered
• Cody James ElbertCRD 8118406 · Phoenix, AZ
  IA Registered
• Hannah EntenmanCRD 7392446 · Sioux Falls, SD
  IA Registered
• Elise FaurCRD 7610642 · Sebastopol, CA
  IA Registered
• Christopher HabibCRD 6805793 · Plano, TX
  IA Registered
• Neela Bushnell HummelCRD 5842369 · Santa Monica, CA
  IA Registered
• Brittany Rose HuieCRD 8237189 · Santa Monica, CA
  IA Registered
• Jo-Anne Marie JesseeCRD 7548375 · Santa Monica, CA
  IA RegisteredRegistration inactive
• Brenton Warwick KesselCRD 2826946 · Santa Monica, CA
  IA Registered
• Kerry Grace KeihnCRD 6833935 · Candler, NC
  IA Registered
• Lara Gaston LambCRD 4467601 · Reseda, CA
  IA Registered
• Ruby Delilah LambrechtCRD 7509247 · Sebastopol, CA
  IA RegisteredRegistration inactive
• Deegan Christopher LeeCRD 7184908 · Portland, OR
  IA RegisteredRegistration inactive
• Wilson S LiCRD 7899254 · Chapel Hill, NC
  IA Registered
• Kasey Michael McmanisCRD 6892306 · Bozeman, MT
  IA Registered
• Alison Elizabeth MotroniCRD 7268242 · Brooklyn, NY
  IA Registered
• Susan OlsonCRD 6302750 · Sebastopol, CA
  IA Registered
• Danielle OnestoCRD 7305224 · Sebastopol, CA
  IA Registered
• Barrett Sean PorterCRD 4257687 · Santa Monica, CA
  IA Registered
• Jason PollensCRD 7477243 · Santa Monica, CA
  IA Registered
• Lindsey Shea Woodward RafkindCRD 5946324 · Santa Fe, NM
  IA RegisteredRegistration inactive
• Matthew John RiveraCRD 5671220 · San Carlos, CA
  IA RegisteredRegistration inactive
• David ReyCRD 7670061 · Lakewood, CO
  IA Registered
• Spencer David ShermanCRD 1609423 · Sebastopol, CA
  IA Registered
• Daniel Raymond SmithCRD 6961363 · Thornton, CO
  IA RegisteredRegistration inactive
• Katherine Marie SumnerCRD 7392450 · Durham, NC
  IA Registered
• Daria S VictorovCRD 6199640 · San Francisco, CA
  IA Registered
• Christopher Louis VallejoCRD 7332881 · San Carlos, CA
  IA Registered
• Elizabeth Ariel WardCRD 5401219 · Charlotte, NC
  IA Registered
• Kyle A WilliamsCRD 2810071 · Kapaa, HI
  IA Registered
• Aaron WinerCRD 3133583 · Sebastopol, CA
  IA Registered
  Disclosure event(s) on record
• Barbara Jacobs WolfCRD 4602093 · Wynnewood, PA
  IA Registered
• Katelynn WileyCRD 7433868 · Sebastopol, CA
  IA Registered
• Walter YuCRD 5596790 · Santa Monica, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.