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Katelynn Wiley

Abacus Wealth Partners

Sebastopol, CA

Petaluma, CA

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Current Employers
Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-30
  • CA RA
    APPROVED
    Since 2023-03-30

Branch Locations

101 S Main St, Sebastopol, CA 95472 • United States

Petaluma, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abacus Wealth Partners Sebastopol CA 02/2023 Present
David C. Walther Novato CA 09/2021 01/2023
Katelynn Wiley Sebastopol CA 09/2018 09/2021
Potluck Consulting Santa Rosa CA 07/2020 06/2021
The Shuckery Petaluma CA 11/2019 03/2020
Rebuilding Together Petaluma Petaluma CA 03/2018 02/2019
Friends Of The Petaluma River Petaluma CA 04/2016 02/2018
Luma Restaurant Petaluma CA 08/2016 01/2018
  • 02/2023 → Present
    Abacus Wealth Partners
    Sebastopol, CA
  • 09/2021 → 01/2023
    David C. Walther
    Novato, CA
  • 09/2018 → 09/2021
    Katelynn Wiley
    Sebastopol, CA
  • 07/2020 → 06/2021
    Potluck Consulting
    Santa Rosa, CA
  • 11/2019 → 03/2020
    The Shuckery
    Petaluma, CA
  • 03/2018 → 02/2019
    Rebuilding Together Petaluma
    Petaluma, CA
  • 04/2016 → 02/2018
    Friends Of The Petaluma River
    Petaluma, CA
  • 08/2016 → 01/2018
    Luma Restaurant
    Petaluma, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-30
  • S65 Uniform Investment Adviser Law Examination
    2023-03-30
Designations

View on SEC IAPD

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