local ai registry · agent view · /biz/ca/santa-monica/abacus-wealth-partners-santa-monica-ca

# Abacus Wealth Partners

Financial Planner — Santa Monica, California. Registry entry: https://localairegistry.com/biz/ca/santa-monica/abacus-wealth-partners-santa-monica-ca

**AI Score: 48/100** (Fair, verified September 17, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "Are there financial services companies in Santa Monica?" (checked September 17, 2026)
> ChatGPT answered with other businesses; Abacus Wealth Partners was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "What is the role of a financial planner?" (checked September 17, 2026)
> Gemini answered with other businesses; Abacus Wealth Partners was not mentioned.

## What reviews say

> Clients of Abacus Wealth Partners express a strong sense of trust and support from their advisors, particularly Ariel Ward and Jana Davis. The firm is noted for its holistic approach to financial planning, focusing on personalized strategies that align with clients' values and life goals. Many reviewers highlight the genuine care and expertise of the advisors, creating a reassuring environment for financial decision-making.

Consistently praised:
- Ariel Ward's personalized financial strategies
- Jana Davis's expertise in tax planning and investment strategy
- Holistic financial planning approach

Bottom line: Abacus Wealth Partners stands out for its commitment to personalized, values-aligned financial planning, led by trusted advisors like Ariel Ward and Jana Davis.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 25 |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 100 |
| Reviews & response | 12% | 75 |
| Backlink & citation authority | 8% | 64 |
| Google Business Profile | 8% | 79 |
| Speed & mobile | 7% | 37 |
| Content freshness & schema | 5% | 63 |

## Others on record in Santa Monica

- Eddy Financial — AI Score 50
- Gerber Kawasaki Wealth and Investment Management — AI Score 36
- WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary — AI Score 34
- DLHORTON ADVISORS — AI Score 33

Abacus Wealth Partners ranks 2 of 5 in its category here.

## Facts

- Address: 429 Santa Monica Blvd #500, Santa Monica, CA 90401, USA
- Phone: (888) 422-2287
- Website: abacuswealth.com
- Hours Mon: 9:00 AM – 5:00 PM
- Hours Tue: 9:00 AM – 5:00 PM
- Hours Wed: 9:00 AM – 5:00 PM
- Hours Thu: 9:00 AM – 5:00 PM
- Hours Fri: 9:00 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Abacus Wealth Partners?
Abacus Wealth Partners operates Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.

### Does Abacus Wealth Partners require reservations for consultations?
The business does not require reservations for consultations.

### What is Abacus Wealth Partners known for?
Abacus Wealth Partners is known for its holistic approach to financial planning, focusing on personalized strategies that align with clients' values and lifestyles.

### Is there parking available at Abacus Wealth Partners?
The business is located at 429 Santa Monica Blvd #500, Santa Monica, CA 90401, and clients can find parking options nearby.

### What special features does Abacus Wealth Partners offer?
Abacus Wealth Partners is a founding Certified B Corp, emphasizing sustainable investing and a commitment to socially responsible financial practices.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.