RIA Intel›Advisers›Georgia›ABACUS WEALTH FACTORS, LLC

ABACUS WEALTH FACTORS, LLC

Advisory

SAVANNAH, GA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$579K

across 5 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

INFINITY FINANCIAL WEALTH MANAGEMENT LLC

NORCROSS, GA

$3M

ELITE WEALTHCARE LLC

$3M

DEBORAH L MATZ

$3M

LIFESTYLE FINANCIAL SERVICES, LLC

$3M

BJM FINANCIAL INC

DULUTH, GA

$3M

MANN ADVISORY SERVICES, LLC

EVANS, GA

$3M

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