Abich Financial Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Abich Financial Wealth Management reports 523 clients. They include 400 individual clients, 117 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($395M across 1,354 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 48% |
| High-net-worth individuals | 22% | 51% |
| Pension and profit-sharing plans | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 400 | $191M | 48.4% | $477K |
| High-net-worth individuals | 117 | $200M | 50.8% | $1.71M |
| Pension and profit-sharing plans | 6 | $3.44M | 0.9% | $573K |
| Total | 523 | $395M | 100% | $755K |
- Clients
- 400
- Regulatory AUM
- $191M
- AUM share
- 48.4%
- Avg. per client
- $477K
- Clients
- 117
- Regulatory AUM
- $200M
- AUM share
- 50.8%
- Avg. per client
- $1.71M
- Clients
- 6
- Regulatory AUM
- $3.44M
- AUM share
- 0.9%
- Avg. per client
- $573K
Total
- Clients
- 523
- Regulatory AUM
- $395M
- AUM share
- 100%
- Avg. per client
- $755K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Abich Financial Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Standalone financial planning is billed hourly up to $350 or as a flat fee, with total fees not to exceed $20,000.
Abraham Abich owns 75% or more of Abich Financial Wealth Management. The leadership team of Abich Financial Wealth Management includes Chief Compliance Officer Angela Mari. It has 28 employees, 5 of them in advisory roles.
Leadership
- Angela MariChief Compliance Officer
- Abraham AbichFounder, CEO
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Abraham Abich
- Joshua G Barbin
- Thomas Gregory Bryan
- Connor Depew
- Justin E Dobak
- Matthew Loyd Hutchison
- Ryan Thomas Oliver
Staff
- 28 employees
- 5 in advisory functions
- 5 state-registered reps
- 17 insurance agents
- Owns 75% or more of Abich Financial Wealth Management, LLC
Abraham Abich
Control person · since September 2020
Abich Financial Wealth Management’s regulatory assets grew 2.6× from $150M (March 2024) to $395M (March 2026); clients rose from 345 to 523 and employees from 20 to 28.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $395M | 523 | 28 | 2 |
| March 2025 | $228M | 498 | 23 | 2 |
| March 2024 | $150M | 345 | 20 | 1 |
Besides its headquarters, Abich Financial Wealth Management has 1 office, with 2 listed addresses in Virginia.
Virginia · 2 listed addresses
- 20135 Lakeview Center Plaza, #110, AshburnHQ
- 20135 Lakeview Center Plaza, Ashburn
Contact and registration details
- Legal name
- Abich Financial Wealth Management, LLC
- Headquarters
- 20135 Lakeview Center Plaza, #110, Ashburn, VA 20147
- Website
- abichfinancial.com
- Phone
- 571-577-9968
- @abich-financial-services
- SEC file
- 801-128570
- Founded
- 2020
- Structure
- Virginia LLC
- Fiscal year end
- December
Abich Financial Wealth Management uses Charles Schwab ($395M) as custodian for its separately managed accounts. Abich Financial Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $395M100%
At year end, Abich Financial Wealth Management’s separately managed accounts were mostly in funds (70%) and stocks (19%).
What the accounts hold
- Stocks19%
- Funds70%
- Bonds7%
- Cash4%
How many clients does Abich Financial Wealth Management have?
Abich Financial Wealth Management has 523 clients and manages $395 million for them, as of March 2026. They include 400 individual clients, 117 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Abich Financial Wealth Management offer?
Abich Financial Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Abich Financial Wealth Management use?
Abich Financial Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $395M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Abich Financial Wealth Management have?
Abich Financial Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 28 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Abich Financial Wealth Management invest in?
At the end of its last fiscal year, Abich Financial Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 7% investment grade corporate bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Abich Financial Wealth Management?
Abich Financial Wealth Management’s direct owner is Abraham Abich (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Abich Financial Wealth Management get paid?
Abich Financial Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Abich Financial Wealth Management registered with the SEC?
Yes, Abich Financial Wealth Management has been registered with the SEC as an investment adviser since 15 August 2023. Its CRD number is 310633 and its SEC file number is 801-128570.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Abich Financial Wealth Management?
Abich Financial Wealth Management’s main office is at 20135 Lakeview Center Plaza, #110, Ashburn, VA 20147. Its phone number is 571-577-9968. Its website is abichfinancial.com.