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Kasey Michael Mcmanis

Abacus Wealth Partners

Santa Monica, CA

Bozeman, MT

CRD 6892306

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Employer firm

Abacus Wealth Partners CRD 128590

$3.58B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Abacus Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-30
MT RA APPROVED 2023-08-15
NJ RA APPROVED 2022-10-04
NH RA APPROVED 2022-08-23
NY RA APPROVED 2022-08-23
PA RA APPROVED 2019-10-17
  • CA RA
    APPROVED
    Since 2024-01-30
  • MT RA
    APPROVED
    Since 2023-08-15
  • NJ RA
    APPROVED
    Since 2022-10-04
  • NH RA
    APPROVED
    Since 2022-08-23
  • NY RA
    APPROVED
    Since 2022-08-23
  • PA RA
    APPROVED
    Since 2019-10-17

Branch Locations

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

Bozeman, MT • 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
Mycio Wealth Partners, Llc Philadelphia PA 11/2017 10/2019
Mackenzie River Pizza Co. Belgrade MT 11/2012 07/2017
Montana Lodgepole Co. Bozeman MT 06/2006 09/2016
Unemployed Philadelphia PA 07/2017 11/2017
Abacus Wealth Partners, Llc Philadelphia PA 10/2019 Present
  • 11/2017 → 10/2019
    Mycio Wealth Partners, Llc
    Philadelphia, PA
  • 11/2012 → 07/2017
    Mackenzie River Pizza Co.
    Belgrade, MT
  • 06/2006 → 09/2016
    Montana Lodgepole Co.
    Bozeman, MT
  • 07/2017 → 11/2017
    Unemployed
    Philadelphia, PA
  • 10/2019 → Present
    Abacus Wealth Partners, Llc
    Philadelphia, PA
Previous Registrations
Other Businesses

Montana state certified LLC used for rental real estate management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-16
  • S65 Uniform Investment Adviser Law Examination
    2018-07-16
Designations
  • Certified Financial Planner
Other Names
  • Kasey Mcmanis

View on SEC IAPD

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