Falists
← Back to search

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

CRD 310633 · SEC 801-128570

Visit website

20135 LAKEVIEW CENTER PLAZA, #110, ASHBURN, VA, 20147, United States

Phone

(571) 577-9968

Fax

(571) 348-2752

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$394.7M

Discretionary AUM

$394.7M

Team

28 total employees; 5 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals400$190.9M
High net worth individuals117$200.3M
Pension/profit sharing plans6$3.4M

States served

DC, GA, MD, NC, PA, SC, TN, VA, WV, TX, FL

All web addresses on file

Official SEC filing: View on IAPD