Barbara Jacobs Wolf
Financial advisor at Abacus Wealth Partners, LLC
Last updated 2026-10-10
Claim your profileBarbara Jacobs Wolf is a financial advisor at Abacus Wealth Partners, LLC, CRD 4602093. Licenses and exams on the registration: Series 65. IAPD registration began 2001-07-12.
Registration
- CRD number
- 4602093
- Registration status
- Active
- IAPD registration
- 2001-07-12
- Industry Experience
- 25 years
- Work Experience
- 17 years
- States registered
- CA, PA, TX
Licenses and exams
- Series 65
Designations
- CFP®
Work history
- 2009-07 to Present · Abacus Wealth Partners, LLC · Philadelphia, PA
Current employment
- Abacus Wealth Partners · Santa Monica, CA
Abacus Wealth Partners, LLC
- Regulatory AUM
- $3,579,238,156
- Registered advisors
- 50
- Offices
- 40
- Clients per advisor
- 31.5 (Low)
- Average AUM per client
- $2.3M (Low)
- High-net-worth client ratio
- 47.5% (Moderate)
Abacus Wealth Partners, LLC: advisors, services and reported ETF investments
About
Barbara Jacobs Wolf is a CFP® financial advisor at Abacus Wealth Partners, operating as Abacus Wealth Partners, LLC. Reported securities licenses include Series 65. The latest record indicates 25 years of industry experience and 17 years of reported work history. Reported roles include Abacus Wealth Partners, LLC.
SEC disclosures list additional business and community activities: The Lerr Corp: This family limited partnership is engaged in industrial real estate; Position/title: president of lerr corp.
Abacus Wealth Partners, LLC's firm-level Form ADV reports 50 advisors across 40 offices; approximately 31.5 clients per advisor, average assets per client of $2,273,976, and regulatory AUM of $3.6B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $459.3M across 53 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Barbara Jacobs Wolf personally.
Reported ETF positions
Abacus Wealth Partners reports 53 ETF positions worth $459.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| NUSC — Nuveen ESG Small-Cap ETF | $80.6M |
| DFAT — U.S. Targeted Value Portfolio ETF Class Shares | $71.6M |
| JSTC — Adasina Social Justice All Cap Global ETF | $67.4M |
| DFSU — Dimensional US Sustainability Core 1 ETF | $60.6M |
| NUMV — Nuveen ESG Mid-Cap Value ETF | $47.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Abacus Wealth Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | OEF — iShares S&P 100 Fund | $538.6K | Top 99.4% | Peer conviction 81.4% · Active return +3.79% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $884.2K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $660.2K | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $1.4M | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Abacus Wealth Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
- Phone: 888-422-2287
- Website: doneby60.com
Official record
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