Durham, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Abacus Wealth Partners
Multi-team
Firm-wide stats for Abacus Wealth Partners
Clients per advisor
31 Very LowAvg AUM per client
$2,053,085 Very HighHNW client ratio
48% Very HighAbout
Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non‑discretionary investment management to individuals, high‑net‑worth clients, families, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio supervision as well as stand‑alone planning and implementation recommendations tailored to client goals.
Abacus follows an asset‑class investing approach grounded in academic research, implementing sector allocations primarily through no‑load mutual funds, ETFs, and passive institutional funds while applying fundamental analysis to security and manager selection. For clients who qualify as accredited investors, the firm may recommend private placements and other illiquid private investments, and it uses third‑party platforms and external managers to manage held‑away assets and centralize reporting and rebalancing.
Notable features include a minority ownership interest in an affiliated impact manager and the firm’s active use of ESG screening and private pooled vehicles, which Abacus both recommends and integrates into suitable client portfolios. Although Abacus advises on private funds and pooled investments—an activity less common among multi‑team firms—it does not charge performance‑based fees and treats cash as an asset class with coordinated third‑party cash management solutions.
Based on Abacus Wealth Partners
Expertise
Based on Abacus Wealth Partners
Location
Durham NC
Advisors at this office
2
Advisors at this office
Michael W
Series 65
Durham, NC
Abacus Wealth Partners
Michael Wong is a financial advisor with Abacus Wealth Partners in Durham, NC. He holds a Series 65 designation and began his advisory career in 2026 after eight years at Duke University's Fuqua School of Business and two years at UNC Kenan-Flagler Business School. Abacus Wealth Partners provides financial planning, consulting, and investment management to a diverse client base including individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research, utilizing primarily no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled investments for qualified clients.
Katherine S
CFP®, Series 65
Durham, NC
Abacus Wealth Partners
Katherine Sumner is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Abacus Wealth Partners since 2021 and previously served in private family wealth roles and at Spotted Dog. Outside of finance, she has been involved with Girls Rock NC, Inc. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutions. The firm employs an asset-class investing strategy grounded in academic research, including the use of no-load mutual funds, ETFs, and passive institutional funds, and integrates ESG screening and private pooled investments for qualified clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)