Abich Financial Wealth Management, LLC
Firm details
- Headquarters
- Ashburn, Virginia
- CRD number
- 310633
- Registered since
- August 15, 2023
- Website
- abichfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.75%
- Individuals48.38%
- Pension & Profit Sharing Plans0.87%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Abich Financial Wealth Management, LLC is an independent, individual-owned RIA that registered with the SEC in 2023. The firm acts as a capital allocator for both high-net-worth individuals and institutional clients, offering fee arrangements that include percentage-of-AUM and fixed-fee engagements. Core advisory services are financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars/workshops. The firm is affiliated with an insurance company and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities19%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 268Active vs passive
$325M in ETFs
92%
$298M
<1%
$27.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $48.1M | 523,865 | 14.78% |
Location
Ashburn, VA
Loudoun
Location
Ashburn, VA
Headquartered in Ashburn, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Loudoun
- Address
- 20135 Lakeview Center Plz
- Time zone
- ET (UTC-5)
- Office locations
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