ABS LEGACY PARTNERS, LLC
SEC RegisteredWealth Management Services customized and delivered for your peace of mind
About the firm
ABS Legacy Partners provides a holistic approach to ensuring financial and personal legacy, offering centralized monitoring of financial, charitable, and legacy assets. Angela Simmons, CFA, has 30 years of experience monitoring financial, legal, and tax structures to protect and secure personal assets. The firm combines wealth management services with legacy planning, philanthropy management, and family office-designed digital platforms.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset tracking and reporting, advisor communications, fiduciary support, monitoring and implementation of estate planning, tax filing assistance, bill pay, review of financial holdings, philanthropy management, annual meetings with standard reporting format, and charitable gift support and due diligence.
Who they serve
Individuals, families, family trusts, family investment partnerships, charitable foundations, and donor advised funds, particularly high net worth individuals and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $1.0M |
| High Net Worth Individuals | 18 | $442M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ABS LEGACY PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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