ABACUS WEALTH PARTNERS ⚠ Disclosure events ACTIVE IA
⚠ Regulatory disclosure flag: FINRA reports regulatory or customer-dispute disclosure events for this firm. The specific details (regulatory actions, arbitrations, customer complaints, criminal events) live on the primary BrokerCheck page. This flag is the KYC tripwire that institutional vendors charge for.
Key facts
- FINRA firm ID
- 128590
- Firm name
- ABACUS WEALTH PARTNERS
- Other names / DBAs
- ABACUS WEALTH PARTNERS; KUBERA PORTFOLIOS, LLC; ABACUS-KIMBERLY PLACE 212, LLC; ABACUS WEALTH PARTNERS, LLC
- IA scope
- ACTIVE
- SEC IA file
- 801-62557
- Branches
- 46
- Disclosure events
- YES
- HQ
- SANTA MONICA, CA, 90401, United States
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