# Abacus Wealth Partners

Abacus Wealth Partners is a Multi Family Office based in Santa Monica, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** 429 Santa Monica Blvd, Suite 500, Santa Monica, CA 90401
- **Founded:** 2004
- **Assets under management:** $3.3B (Altss estimate)
- **Website:** abacuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/abacus-wealth-partners

## Regulatory record

- **CRD number:** 128590
- **SEC file number:** 801-62557
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-13T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128590

## About

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.

## Sectors

- ClimateTech

## Offices

- Sebastopol, CA
- San Carlos, CA
- Ardmore, PA

## People

- 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

## 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.

## Related profiles

- [Howland Capital Management](https://altss.com/profile/howland-capital-management-llc)
- [Novator Partners Family Office](https://altss.com/profile/novator-partners-family-office-thor-bjorgolfsson-family-office)

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Last updated: 2026-07-06T01:24:10.660Z

Canonical page: https://altss.com/profile/abacus-wealth-partners

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