Cody James Elbert
Investment adviser representative at Abacus Wealth Partners
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Abacus Wealth Partners, LLCJul 2023 to now
- MerativeJul 2022 to Jul 2023
- IbmJan 2020 to Jul 2022
- US BankMay 2019 to Aug 2019
- Erpelding Voigt & Co.Dec 2017 to Jan 2018
- University of Northern IowaAug 2017 to Dec 2019
- Elbert Bros. Well Drilling Inc.Jun 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8118406
- Firm CRD
- 128590