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- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OakAlpha quantum
- Established Date
- 01-02-2004
- Office Locations
- 24
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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Timber timber
Horizon radial pioneer
- CRD
- #87667
- Ownership
- 44.1%
Showing 2 of 12 owners & executives
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KELLY JAYNE ACHESON
Client Service Associate
- CRD
- #6076207
Rasheed Ahmed
Financial Advisor
- CRD
- #7188426
Delta crest
Legacy delta timber
- CRD
- #37379
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
Total SMA Asset: $3,579,238,156
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $94,855,282 | 16.9% |
| Equity - Exchange | $145,931,203 | 26.0% |
| Cash | $75,210,697 | 13.4% |
| Other | $61,740,124 | 11.0% |
| Corporate - Investment Grade | $40,972,992 | 7.3% |
| Municipal Bonds | $101,029,294 | 18.0% |
| U.S. Government/Agency | $41,534,266 | 7.4% |
| Total | $561,273,858 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX FRONTIER PIONEER | SIGNAL MOMENTUM | C6HQEH7AB | AEMZJ | 7.93% | $112,910,167 |
| UNISON OPTIMA ELEMENT | ALPHA WAVE | FSA9EKERN | XHWJR | 8.66% | $78,754,299 |
| RIDGE DELTA PIONEER | CATALYST BRIDGE | 08IWI5V1Y | WHBQZ | 0.64% | $54,170,106 |
| NORTH SUMMIT EAGLE | WAVE MATRIX | EPZWGX2UP | PBLNB | 11.24% | $1,128,235 |
| PRIME PEAK | NORTH TIMBER | R0R5VAGVT | LHRAS | 9.34% | $119,048,590 |
| ELEMENT EAGLE | BEACON ZENITH | UGUG7TF69 | BFN | 6.60% | $77,088,324 |
| PRIME FRONTIER | OPTIMA SIGNAL | GRL5X502H | SJNO | 2.10% | $56,247,015 |
| VERTEX EMBER INSIGHT | MOMENTUM VALUE | KQW4BB8CO | VFR | 5.49% | $102,153,896 |