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ABACUS WEALTH INTERNATIONAL (AWI)
BARRETTO, JOSEPH NIEVERA
CRD 308998
132 EAST DYER RD., SANTA ANA, CA, 92707, United States
Phone
949-436-6083
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$274K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $274K |
All web addresses on file
Official SEC filing: View on IAPD