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, owner-operated registered investment adviser that began SEC registration in 2023 and operates as an LLC. The firm serves both individual/family and institutional clients and acts as a capital allocator, directing client capital into third-party managers as part of its mandate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and investor education through seminars and workshops. Fee arrangements include both a percentage of assets under management and fixed fees. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2Angela Mari
Chief Compliance OfficerCRD 7736680
ABRAHAM ABICH
Founder & CEOCRD 5015292
Contacts
3 of 5Joshua Barbin
Wealth Management AdvisorCRD 6539016
Justin Dobak
Financial AdvisorCRD 7827847
THOMAS BRYAN
ParaplannerCRD 7781450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 270Active vs passive
$326M 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 | 14.77% |
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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