Absher Wealth Management, LLC

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
93% of AUM
Avg account
$511K
Accounts
2,468
Employees
9
Advisory reps
8

Firm details

Headquarters
Chapel Hill, North Carolina
CRD number
304642
Registered since
August 13, 2019
Website
absherwealth.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.74%
  • Individuals6.59%
  • Charitable Organizations2.44%
  • Pension & Profit Sharing Plans1.02%
  • Corporations / Businesses0.21%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Absher Wealth Management, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is SEC registered (2019) and serves both individual/family and institutional clients. Its fee arrangements include assets-under-management fees, hourly billing, and fixed fees. Absher does not position itself as an ESG-focused allocator. The firm was named among Top RIA Firms by Forbes in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Non-Exchange Traded Equities 19%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%77%
  • Exchange Traded Equities77%
  • Non-Exchange Traded Equities19%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$361K in ETFs

Passive

100%

$361K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$348K93096.29%
Unlock additional holdings →

Location

Primary office

Chapel Hill, NC

Orange

Location

Chapel Hill, NC

Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Orange
Address
1450 Raleigh Rd
Time zone
ET (UTC-5)
Office locations

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