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ABSHER WEALTH MANAGEMENT, LLC

CHAPEL HILL, NC · CRD 304642 · IAPD ↗ · absherwealth.com · 919-283-2340

$1.26BRegulatory AUM
7Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — ABSHER WEALTH MANAGEMENT, LLC notice-filed in CA, IL, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — ABSHER WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — ABSHER WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($944.3M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2024 — ABSHER WEALTH MANAGEMENT, LLC reported RAUM up 26% ($750.6M -> $944.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.