Legal & Privacy

Everyone deserves quality financial advice and peace of mind around their money.

Privacy, Terms of Use, and Disclaimers

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications and other forms
  • Information about your transactions through us or others
  • Information we receive from a consumer reporting agency

We may disclose all of the information we collect, as described above, to nonaffiliated third parties that perform services on our behalf for your accounts.

Abacus Wealth Partners, LLC restricts access to your personal and account information to employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

The Abacus Logo, “Changing the world one portfolio at a time”, “Witness Investing”, and “Financial Intimacy” are trademarks of Abacus Wealth Partners.

Abacus is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Newsletter Disclaimer

Our Website contains previous newsletters where specific information may be dated and may no longer reflect Abacus Wealth Partners’ financial recommendations. Nothing on this site should be interpreted to state or imply that past results are an indication of future performance.

Abacus Wealth is an SEC registered investment adviser located in Santa Monica, California. Abacus Wealth and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which Abacus Wealth maintains clients. Abacus Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Links to Other Websites Disclaimer

This site may provide, or third parties may provide, links to other websites or resources. Abacus Wealth Partners, LLC has no control over such sites and resources, is not responsible for their availability, and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from them. Abacus Wealth Partners, LLC shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of such sites or resources. Your use of such sites or resources shall be subject to the terms and conditions set forth by them.

Abacus Wealth Partners, LLC makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated therein. All such information is provided solely for convenience and all users should be guided accordingly.

Abacus Wealth Partners, LLC Website

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.

Terms of Use

By using our website you agree that you have read, understand and are bound by these Terms of Use (“Terms”, “Privacy Policy” and “Disclaimers’ listed above). We reserve the right, at our sole discretion, to change or delete portions of these Terms at any time without further notice. Your continued use of this website after any such changes constitutes your acceptance of the new Terms.