A complete list of active advisors currently associated with Abendstern Wealth Management, Inc.

Warmer can help you find a great advisor at Abendstern Wealth Management, Inc. or one who fits your needs even better.

Abendstern Wealth Management, Inc. describes its client base as primarily international and includes high-net-worth individuals, trusts, estates and charitable organizations. The firm offers discretionary and non-discretionary investment advisory and consulting services, including portfolio management, private financial and market advisory services and consolidated investment reporting. The brochure describes a disciplined, diversification-focused investment approach that applies fundamental and technical analysis to U.S.-listed equities, uses proprietary measures and an equal-weight portfolio construction with at least monthly rebalancing. Abendstern states it tailors services to client-imposed restrictions in writing and allocates among cash, equities, mutual funds and bonds to manage risk relative to clients’ objectives. Notably, the firm discloses that it acts as a wrap-fee program sponsor, a role that is uncommon among peers in this category, and it reports a prior SEC enforcement matter involving a former associated person that resulted in an injunction, monetary sanctions and a temporary association bar. The filing also shows no assets under management while listing multiple advisory personnel and offering both traditional advisory services and wrap programs, a combination that is atypical for similar investment-manager advisers.

To learn more about the advisors currently working at Abendstern Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.