Brittany Rose Huie
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, LLCMar 2025 to now
- Newport Healthcare/monroe Operations, LLCOct 2023 to Mar 2025
- North Italia/cheesecake Factory, LLCMay 2023 to Sep 2023
- Loyola Marymount University - the Loft BrewerySep 2021 to May 2022
- Aviator NationAug 2020 to Mar 2023
- Full Time StudentMar 2020 to Aug 2020
- Loyola Marymount UniversitySep 2019 to Mar 2020
- Aviator NationMay 2019 to Aug 2019
- Full Time StudentJun 2018 to May 2019
- Loyal Marymount University - Office of University RelationsSep 2017 to May 2018
- Aviator NationMay 2017 to Aug 2017
- Full Time StudentMar 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8237189
- Firm CRD
- 128590