CRD: 308998
Abacus Wealth International (AWI)
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-04-2020
- Office Locations
- 1
Office Locations
About Abacus Wealth International (AWI)
Abacus Wealth International (AWI) provides cross-border wealth management and holistic financial planning for clients facing international planning and taxation complexity. Using a six-step process, the firm advises on tax savings strategies, retirement planning, estate preservation, and investment optimization. AWI leverages decades of experience and a network of international tax and legal experts as a portal to services in the eastern hemisphere.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH NIEVERA BARRETTO
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2124619
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $274,000 | -- |
| Total | $274,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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