Katelynn
Wiley
Abacus Wealth Partners
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About this Advisor
Katelynn Wiley is a financial advisor based in Sebastopol, California, working with Abacus Wealth Partners. Katelynn has previously held positions at Abacus Wealth Partners, David C. Walther, Katelynn Wiley, Potluck Consulting, The Shuckery, Rebuilding Together Petaluma, Friends Of The Petaluma River, Luma Restaurant, and Della Fattoria. Katelynn has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Katelynn is part of Abacus Wealth Partners, which operates out of Sebastopol, California. The firm has 13 offices and 71 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Abacus Wealth Partners includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Abacus Wealth Partners Brokerage Details
$3,137,060,878
71
5,804
$540,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Katelynn Wiley Work History
Abacus Wealth Partners
David C. Walther
Potluck Consulting
The Shuckery
Katelynn Wiley
Rebuilding Together Petaluma
Friends Of The Petaluma River
Luma Restaurant
Della Fattoria
Disclosures
Please visit the SEC profile of Katelynn Wiley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Calabasas, CA
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