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Investment Adviser Firm Summary
ABACUS WEALTH PARTNERS ( CRD # 128590/SEC#:801-62557 )
ABACUS WEALTH PARTNERS, KUBERA PORTFOLIOS, LLC, ABACUS-KIMBERLY PLACE 212, LLC, ABACUS WEALTH PARTNERS, LLC

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved1/2/2004
NOTICE FILINGS

Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.

JURISDICTIONEFFECTIVE DATE
Alaska3/31/2019
Arizona4/6/2010
California1/5/2004
Colorado1/8/2013
Connecticut3/31/2014
Delaware3/31/2019
District of Columbia4/6/2010
Florida4/7/2010
Georgia3/30/2016
Hawaii1/12/2004
Illinois5/1/2014
Indiana3/30/2022
Iowa3/30/2022
Kansas3/26/2024
Louisiana3/26/2024
Maine3/31/2020
Maryland1/8/2013
Massachusetts1/12/2004
Michigan3/31/2019
Minnesota8/28/2015
Montana3/31/2019
Nevada3/31/2021
New Hampshire4/6/2010
New Jersey1/15/2004
New Mexico3/31/2014
New York1/5/2004
North Carolina3/31/2014
Ohio3/17/2017
Oregon4/6/2010
Pennsylvania1/8/2004
South Carolina3/26/2024
South Dakota3/30/2022
Tennessee12/12/2022
Texas4/6/2010
Utah3/31/2014
Vermont3/30/2022
Virginia3/31/2014
Washington4/6/2010
Wisconsin3/26/2024
EXEMPT REPORTING ADVISERS

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

Not Currently an Exempt Reporting Adviser
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.