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ABSHER WEALTH MANAGEMENT, LLC
1450 Raleigh Road,
Suite 105
Chapel Hill, North Carolina 27517
Tel: 919-283-2340
About ABSHER WEALTH MANAGEMENT, LLC
ABSHER WEALTH MANAGEMENT, LLC, formally registered with the SEC as ABSHER WEALTH MANAGEMENT, LLC. The firm was established in 08/13/2019. They have over 2 offices throughout the country.
ABSHER WEALTH MANAGEMENT, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $944,342,749 assets under management, offering retirement planning & investment advisory services to 2269 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304642 |
| SEC# | 801-117177 |
| Assets Managed by Firm | $944,342,749 |
| No. of Clients | 2269 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2269 | $944,342,749 |
| Individuals (other than high net worth individuals) | 330 | $119,861,881 |
| High net worth individuals | 257 | $788,626,098 |
| Charitable organizations | 7 | $34,636,672 |
| Corporations or other businesses | 4 | $1,218,098 |
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