WIDENER & ASHER ASSET MANAGEMENT LLC

Overview

Widener & Asher Asset Management LLC is a small, independent registered investment adviser that runs fee-based discretionary portfolios primarily for individuals, families and institutional clients. The firm’s advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and pension consulting. It operates on a percentage-of-AUM fee model and is owned by an individual rather than a larger corporate parent. The firm’s investment posture is equity-centric: exchange-traded equities and ETFs are the dominant allocation across client accounts. Widener & Asher acts as a hands-on portfolio manager within separately managed account structures, using liquid, exchange-traded instruments as the primary building blocks for client portfolios. The firm is not positioned as an ESG-focused manager and does not appear to act as a broader capital allocator or multi-state adviser.

Assets & Accounts

Public Holdings

Location & Offices