{"url":"https://nivawealth.com/firms/abich-financial-wealth-management-310633","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310633","regulatoryAum":394657069,"crd":"310633","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5015292","suffix":null,"lastName":"ABICH","firstName":"ABRAHAM","middleName":null},{"crd":"6539016","suffix":null,"lastName":"Barbin","firstName":"Joshua","middleName":"G"},{"crd":"7781450","suffix":null,"lastName":"BRYAN","firstName":"THOMAS","middleName":"Gregory"},{"crd":"7920292","suffix":null,"lastName":"Depew","firstName":"Connor","middleName":null},{"crd":"7827847","suffix":null,"lastName":"Dobak","firstName":"Justin","middleName":"E"},{"crd":"8182369","suffix":null,"lastName":"Hutchison","firstName":"Matthew","middleName":"Loyd"},{"crd":"6661839","suffix":null,"lastName":"OLIVER","firstName":"RYAN","middleName":"THOMAS"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-15","regulatoryAum":150120693,"clients":345,"employees":20,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":227599529,"clients":498,"employees":23,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":394657069,"clients":523,"employees":28,"offices":2}],"secFileNumber":"801-128570","legalName":"Abich Financial Wealth Management, LLC","displayName":"Abich Financial Wealth Management","slug":"abich-financial-wealth-management-310633","website":"https://abichfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/abich-financial-services/","xUrl":"https://twitter.com/AbeAbich/","founded":"2020","organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"20135 Lakeview Center Plaza, #110","city":"Ashburn","state":"VA","stateName":"Virginia","country":"United States","postalCode":"20147"},"tradeNames":[],"registration":{"secApproved":"15 August 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":756704.4545454546,"staff":{"employees":28,"advisory":5,"brokerDealerReps":0,"insuranceAgents":17,"promoters":0},"aum":{"regulatory":394657069,"discretionary":394657069,"discretionaryAccounts":1354,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":400,"regulatoryAum":190923432},{"label":"High-net-worth individuals","clients":117,"regulatoryAum":200292771},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":3440866}],"feePrograms":[{"role":"other","program":"Standalone Financial Planning","summary":"Standalone financial planning is billed hourly up to $350 or as a flat fee, with total fees not to exceed $20,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031663","versionId":1031663,"submittedOn":"2026-03-30","documentName":"PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:43:51.71757+00:00","documents":[{"name":"PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031663","versionId":1031663,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":394657069}],"custodyNote":"Abich Financial Wealth Management does not have custody of client assets.","leadership":[{"name":"Angela Mari","title":"Chief Compliance Officer","crd":"7736680"},{"name":"Abraham Abich","title":"Founder, CEO","crd":"5015292"}],"ownership":[{"label":"Abraham Abich","detail":"Founder, ceo in the 75% or more ownership band and a control person, since September 2020."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":2,"addresses":[{"street":"20135 Lakeview Center Plaza, #110","city":"Ashburn","headquarters":true},{"street":"20135 Lakeview Center Plaza","city":"Ashburn"}]}],"brochureServices":["education planning","estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"571-577-9968","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":19},{"label":"Investment grade corporate bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":70},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/310633/PDF/310633.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031663","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Abich Financial Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Abich Financial Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Abich Financial Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Abich Financial Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Abich Financial Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Abich Financial Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Abich Financial Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Abich Financial Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Abich Financial Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}