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Financial Advisor and Partner · Abacus Wealth Partners

Barrett S. Porter

CRD 4257687 · Named on Form ADV at one SEC-registered adviser

At a glance

Abacus Wealth Partners, an SEC-registered wealth manager based in Santa Monica, CA with $3.6 billion in regulatory assets, lists Barrett S. Porter on its Form ADV as Financial Advisor and Partner.

Firms and roles

  • Abacus Wealth PartnersFinancial Advisor and PartnerWealth manager · Santa Monica, CA · $3.6B in regulatory assets

AtlasMembers

Barrett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Barrett on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barrett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.