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Abacus Wealth Partners, LLC

Status
INACTIVE
Global HQ
Carolina, United States
Countries of investment
  • USA
Investment stages
  • Wealth Management
Industries
    About
    Abacus wealth Partners is a financial services firm based in Santa Monica, California, specializing in investment advisory and Theyalth management services. Established in 1988, the firm provides a range of services including comprehensive financial planning, investment management, estate planning, and tailored Theyalth management strategies. Abacus Theyalth Partners is known for its commitment to integrating environmental, social, and governance (ESG) factors into their investment portfolios.
    Min check size
    $250K
    Max check size
    $5M
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    Investment Thesis

    Abacus Wealth Partners focuses on providing personalized, valuesaligned investment advisory services. They emphasize longterm, disciplined investing while integrating environmental and social values into their financial strategies. Their goal is to help clients achieve financial security and personal aspirations through a holistic approach to Theyalth management and planning.
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