Marisa anh Hoan Browne
Investment adviser representative at Abacus Wealth Partners
10 yearsExperience
1 stateRegistered in
$3.6BFirm assets
22 yearsFirm in business
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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
10 years in the industry.
- Abacus Wealth Partners, LLCApr 2026 to now
- UnemployedMay 2025 to Apr 2026
- Sonic LabsJan 2025 to Apr 2025
- Carbon Collective InvestingMar 2022 to May 2025
- Solano County Water AgencyApr 2019 to Oct 2019
- Los Rios Community College DistrictJan 2018 to Mar 2022
- Philz CoffeeNov 2017 to Apr 2019
- Skydance SkydivingJul 2017 to Jul 2018
- Private NannyJun 2017 to Apr 2020
- Common Grounds CoffeeJul 2016 to Apr 2017
- Zuma PokeApr 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7540635
- Firm CRD
- 128590