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ABICH FINANCIAL WEALTH MANAGEMENT, LLC

ASHBURN, VA · CRD 310633 · IAPD ↗ · (571) 577-9968

$394.7MRegulatory AUM
5Advisory reps
28Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — ABICH FINANCIAL WEALTH MANAGEMENT, LLC reported RAUM up 73% ($227.6M -> $394.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — ABICH FINANCIAL WEALTH MANAGEMENT, LLC reported RAUM up 52% ($150.1M -> $227.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — ABICH FINANCIAL WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
October 2024 — ABICH FINANCIAL WEALTH MANAGEMENT, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — ABICH FINANCIAL WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — ABICH FINANCIAL WEALTH MANAGEMENT, LLC notice-filed in DC, PA, TX, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — ABICH FINANCIAL WEALTH MANAGEMENT, LLC reported RAUM up 50% ($100.3M -> $150.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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