# Abacus Asset Management, LLC

> Abacus Asset Management, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 324280
- Filed as: ABACUS ASSET MANAGEMENT, LLC
- Legal name: ABL Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324280
- AdvisorCensus page: https://advisorcensus.com/firm/abacus-asset-management-llc-orlando-fl-324280

## Quick answers

**How is Abacus Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Abacus Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Abacus Asset Management, LLC located?**
Abacus Asset Management, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is Abacus Asset Management, LLC registered with the SEC or a state?**
Abacus Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 324280.

**How much does Abacus Asset Management, LLC manage?**
Abacus Asset Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 28, 2026.

**How have Abacus Asset Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Abacus Asset Management, LLC: Regulatory assets under management: $0 in the October 2024 data and $0 in the October 2026 data. Total employees: 5 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abacus Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); investment companies (1).

**Does Abacus Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324280

**What changed in Abacus Asset Management, LLC's recent Form ADV filings?**
In the January 2026 filing data: Employees performing advisory functions went from 1 to 5. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [abacusgm.com/abacus-wealth-advisors](https://abacusgm.com/abacus-wealth-advisors)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | March 31, 2023 |
| October 2024 | $0 | 5 | March 29, 2024 |
| October 2025 | $0 | 5 | March 28, 2025 |
| October 2026 | $0 | 9 | April 28, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $0 in the October 2026 data.
Total employees: 5 in October 2024 and 9 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Employees performing advisory functions went from 1 to 5.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abacus Asset Management, LLC (CRD 324280): Form ADV filing data as of October 2026.