Michael Anthony Wong
Investment adviser representative at Abacus Wealth Partners
10 yearsExperience
2 statesRegistered in
$3.6BFirm assets
22 yearsFirm in business
Are you Michael Anthony Wong? Claim your profile
Contact this firm
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, LLCJul 2026 to now
- Duke University, Fuqua School of BusinessJul 2018 to Jun 2026
- Unc Kenan Flagler Business SchoolMar 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
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
- 8310075
- Firm CRD
- 128590