Abacus Wealth Partners

Profile Preview — Altss

Abacus Wealth Partners Overview

Type
Multi Family Office
Year Founded

General Information

Abacus Wealth Partners is a multi-family office headquartered in Santa Monica, United States. Founded in 2004 by financial advisors Brent Kessel and Spencer Sherman, the firm grew out of their fee-based financial planning practice and now stewards multigenerational assets across several U.S. offices, offering holistic investment management, impact-aligned portfolios, philanthropy guidance, and family governance support for affluent households.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Santa Monica, CA, United States

Portfolio & Notable Allocations

Altss Insights

Need institutional-grade insight on family offices?

Altss delivers:

  • • Live OSINT deal alerts
  • • Allocation history by asset class
  • • Principals with verified direct contacts

Prefer a guided tour?

We’ll walk you through:

  • • Interactive funding timelines
  • • Custom mandate & allocation filters