Overview
Assets Under Management: $395 million
Headquarters: ASHBURN, VA
High-Net-Worth Clients: 117
Average Client Assets: $1.7 million
Frequently Asked Questions
ABICH FINANCIAL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310633), ABICH FINANCIAL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ABICH FINANCIAL WEALTH MANAGEMENT, LLC is headquartered in ASHBURN, VA.
ABICH FINANCIAL WEALTH MANAGEMENT, LLC serves 117 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, ABICH FINANCIAL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ABICH FINANCIAL WEALTH MANAGEMENT, LLC manages $395 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, ABICH FINANCIAL WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.75%
Average Client Assets: $1.7 million
Total Client Accounts: 1,354
Discretionary Accounts: 1,354
Regulatory Filings
CRD Number: 310633
Filing ID: 2045657
Last Filing Date: 2026-03-30 12:34:20