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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

Website:
https://abacuswealth.com/

Year Founded:
2004

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

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