20135 Lakeview Center Plaza
#110
Ashburn, Virginia 20147
Tel: (571) 577-9968
ABICH FINANCIAL WEALTH MANAGEMENT, LLC, formally registered with the SEC as ABICH FINANCIAL WEALTH MANAGEMENT, LLC. The firm was established in 08/15/2023. They have over 2 offices throughout the country.
ABICH FINANCIAL WEALTH MANAGEMENT, LLC is a Ashburn, Virginia based Financial Planning firm with nearly $150,120,693 assets under management, offering retirement planning & investment advisory services to 635 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 310633 |
SEC# | 801-128570 |
Assets Managed by Firm | $150,120,693 |
No. of Clients | 635 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 635 | $150,120,693 |
Individuals (other than high net worth individuals) | 300 | $91,866,207 |
High net worth individuals | 45 | $58,254,486 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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