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Abacus Wealth Partners Overview
Type
Multi Family Office
Year Founded
2004
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
Institution Type:
Multi Family Office
Leadership & Principals
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