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ABSHER WEALTH MANAGEMENT, LLC
CRD 304642 · SEC 801-117177
1450 RALEIGH ROAD,, SUITE 105, CHAPEL HILL, NC, 27517, United States
Phone
919-283-2340
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.26B
Discretionary AUM
$1.17B
Team
9 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 288 | $83.1M |
| High net worth individuals | 377 | $1.13B |
| Pension/profit sharing plans | 10 | $12.9M |
| Charitable organizations | 9 | $30.7M |
| Corporations/business entities | 7 | $2.6M |
States served
AR, CA, GA, IL, LA, MD, MA, NJ, NC, OH, SC, UT, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD