KW
Katelynn Wiley
ABACUS WEALTH PARTNERS
Sebastopol, CA 95472
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CRD#: 7433868
KW
Professional summary
Katelynn Wiley is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Sebastopol, California.
Katelynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Katelynn has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
- No official business name. I operate the business as an individual. - Not investment-related. - 600 First St, Sebastopoal, CA 95472 - I own and rent out a tiny house to a tenant. I don't own the land the tiny house is on, so there's no investment property. - Since August, 2022. - Approximately 4 hours/month devoted to this business. - Approximately 1 hour/month devoted to this business during trading hours. - Duties: I manage maintenance and repairs.
CRS (Client Relationship Summary) - RIA
Click below to view Katelynn Wiley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 30, 2023 - Present
ABACUS WEALTH PARTNERS
Office #1: 101 S Main St, Sebastopol, CA 95472RIA
CRD#: 128590
Sebastopol, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ABACUS WEALTH PARTNERS
ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC
CRD#: 128590 / SEC#: 801-62557
RIA
Registered Investment Advisory firm - (1/2/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/30/2023)
Current Firm
ABACUS WEALTH PARTNERS
ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC
CRD#: 128590 / SEC#: 801-62557
RIA
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Contact information
Main Address
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401
Mailing Address
Phone number
(888) 422-2287
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,866 |
| AUM (Assets Under Management) | $ 3,270,847,563 |
Red Flags
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Company Information
ABACUS WEALTH PARTNERS
CRD#: 128590Sebastopol, CA 95472TRUST BUT VERIFY
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