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ABICH FINANCIAL WEALTH MANAGEMENT, LLC

20135 Lakeview Center Plaza
#110
Ashburn, Virginia 20147
Tel: (571) 577-9968

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About ABICH FINANCIAL WEALTH MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#310633
SEC#801-128570
Assets Managed by Firm$150,120,693
No. of Clients635
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total635$150,120,693
Individuals (other than high net worth individuals)300$91,866,207
High net worth individuals45$58,254,486

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