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Michael Anthony Wong

Abacus Wealth Partners

Santa Monica, CA

Durham, NC

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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 2026-07-08
NC RA APPROVED 2026-07-08
  • CA RA
    APPROVED
    Since 2026-07-08
  • NC RA
    APPROVED
    Since 2026-07-08

Branch Locations

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

Durham, NC • 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
Duke University, Fuqua School Of Business Durham NC 07/2018 06/2026
Unc Kenan Flagler Business School Chapel Hill NC 03/2016 06/2018
Abacus Wealth Partners, Llc Santa Monica CA 07/2026 Present
  • 07/2018 → 06/2026
    Duke University, Fuqua School Of Business
    Durham, NC
  • 03/2016 → 06/2018
    Unc Kenan Flagler Business School
    Chapel Hill, NC
  • 07/2026 → Present
    Abacus Wealth Partners, Llc
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-03
  • S65 Uniform Investment Adviser Law Examination
    2026-01-03

View on SEC IAPD

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