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 1 offices throughout the country.
ABICH FINANCIAL WEALTH MANAGEMENT, LLC is a Ashburn, Virginia based Financial Planning firm with nearly $100,259,570 assets under management, offering retirement planning & investment advisory services to 732 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 310633 |
SEC# | 801-128570 |
Assets Managed by Firm | $100,259,570 |
No. of Clients | 732 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 732 | $100,259,570 |
Individuals (other than high net worth individuals) | 329 | $77,555,824 |
High net worth individuals | 18 | $22,703,746 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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