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- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2004
- Office Locations
- 23
Office Locations
About Abacus Wealth Partners
Abacus Wealth Partners is a Santa Monica-based RIA providing financial planning and discretionary portfolio management. The firm blends behavioral guidance around spending, giving, and investing (its “money types” framework) with asset-allocation portfolios that often incorporate ESG/socially responsible strategies using ETFs and public funds. Client focus includes entrepreneurs, and the practice also supports insurance planning; it custody-clears with major platforms such as Schwab.
Reported data analysis
What the numbers show
Between May 28, 2025 and July 7, 2026, reported AUM increased 9.4%, from $3.3B to $3.6B.
Across 5 reported observations, AUM increased 4.3% between December 12, 2022 and July 7, 2026, from $3.4B to $3.6B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 37 advisory representatives and 1,583 clients, or 42.8 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 23 reported office locations and 22 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Emily Rose Benedetto
Financial Advisor, PARTNER
- CRD
- #6849355
- Ownership
- Less than 5%
GABRIEL STEPHEN BRENNER
Financial Advisor, PARTNER
- CRD
- #2675337
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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KELLY JAYNE ACHESON
Client Service Associate
- CRD
- #6076207
Kathleen Barron-Alicante
Director of Impact
- CRD
- #7002732
Showing 2 of 51 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,570,942,260 | $593,081 |
| Non-Discretionary | $8,295,896 | $921,766 |
| Total | $3,579,238,156 | $593,572 |
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Separately Managed Accounts
SMA allocation detail is available
Abacus Wealth Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Abacus Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.