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Abacus Wealth Partners
Abacus Wealth Partners was founded in 2004 by Brent Kessel and Spencer Sherman after they built a fee-based financial planning practice. The firm now manages...
Overview
Abacus Wealth Partners was founded in 2004 by Brent Kessel and Spencer Sherman after they built a fee-based financial planning practice. The firm now manages multigenerational assets for affluent households. The firm allocates across public markets and private impact investments with emphasis on ClimateTech. It structures client portfolios through direct holdings and mission-related vehicles. Geographic focus remains North America. The firm holds Certified B Corporation status since 2007 and maintains membership in 1% for the Planet. Abacus maintains four offices and employs named principals including Co-CEOs Neela Hummel and Mary Beth Storjohann. No dated operational events from the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
429 Santa Monica Blvd, Suite 500, Santa Monica, CA 90401
Additional offices
Sebastopol, CA · San Carlos, CA · Ardmore, PA
Principals
Brent Kessel
Founder and Financial Advisor
Spencer Sherman
Founder and Financial Advisor
Neela Hummel
Co-CEO and Financial Advisor
Kate Barron-Alicante
Director of Impact and Financial Advisor
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Abacus Wealth Partners?
Brent Kessel and Spencer Sherman founded the firm. Neela Hummel and Mary Beth Storjohann serve as Co-CEOs. Kate Barron-Alicante directs impact initiatives.
How does Abacus Wealth Partners source proprietary deal flow?
The firm draws from its network of fee-only advisors and impact-focused relationships. It participates in mission-related investing opportunities aligned with client values.
Does Abacus Wealth Partners participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct holdings within impact-aligned portfolios. Specific allocation splits are not publicly detailed.
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