Abich Financial Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ashburn, VA. Its latest Form ADV filing, dated March 30, 2026, reports $395M in regulatory assets under management, 28 employees, 1 office, and 1,354 accounts.
Assets Under Management
$395M
Employees
28
Offices
1 office
Total Clients
523
Primary office
ASHBURN, VA
20135 LAKEVIEW CENTER PLAZA, #110, ASHBURN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
400
2
HNWI
22.4%
117
3
Pension Plans
1.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$395Mas of March 30, 2026
Discretionary100.0%
$395M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$395M
Total Accounts1,354
10Y AUM Change+$294M (+293.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee19:1
10Y Employee Change+11 (+64.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.