Christopher Louis Vallejo
Investment adviser representative at Abacus Wealth Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Abacus Wealth PartnersJan 2021 to now
- Regal Wine CompanyNov 2018 to Jan 2021
- UnemployedAug 2018 to Nov 2018
- Finish LineMay 2018 to Aug 2018
- Wow Me! Events, LLCNov 2016 to May 2018
- Zhen Music and Arts InstituteJul 2015 to May 2018
- Self-employed MusicianMay 2014 to May 2018
- First Baptist Church of DallasMar 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
$3.6BAssets managed
1,574Clients
50Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7332881
- Firm CRD
- 128590