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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