# Abich Financial Wealth Management, LLC

> Abich Financial Wealth Management, LLC is an SEC-registered investment advisory firm in Ashburn, VA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310633
- Filed as: ABICH FINANCIAL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ashburn, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310633
- AdvisorCensus page: https://advisorcensus.com/firm/abich-financial-wealth-management-llc-ashburn-va-310633

## Quick answers

**How is Abich Financial Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Abich Financial Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Abich Financial Wealth Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Abich Financial Wealth Management, LLC located?**
Abich Financial Wealth Management, LLC's principal office is in Ashburn, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Abich Financial Wealth Management, LLC registered with the SEC or a state?**
Abich Financial Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 310633.

**How much does Abich Financial Wealth Management, LLC manage?**
Abich Financial Wealth Management, LLC reports $394,657,069 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Abich Financial Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Abich Financial Wealth Management, LLC: Regulatory assets under management: $100,259,570 in the October 2023 data and $394,657,069 in the October 2026 data, up 294%. Total employees: 17 in October 2023 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Abich Financial Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (400); high net worth individuals (117); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Abich Financial Wealth Management, LLC use?**
Abich Financial Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Abich Financial Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310633

**What changed in Abich Financial Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $227,599,529 to $394,657,069 (+73%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Investment advisory fees do not exceed 1.5% of assets under management unless the scope, complexity or time required warrant a higher or lower fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $394,657,069
- Discretionary: $394,657,069
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 400 | $190,923,432 |
| High net worth individuals | 117 | $200,292,771 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $3,440,866 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 28 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, GA, MD, NC, PA, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Ashburn, VA

### Websites listed on Form ADV (Item 1.I)
- abichfinancial.com
- theretirementkey.com
- Facebook @AbichFinancialServices
- Facebook @angelamari87
- Instagram @abichfinancial
- Instagram @angelamarimari
- LinkedIn @abich-financial-services
- LinkedIn @abeabich
- LinkedIn @angelamaricns
- X @AbeAbich
- YouTube @Abichfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $100,259,570 | 17 | September 28, 2023 |
| October 2024 | $150,120,693 | 20 | September 3, 2024 |
| October 2025 | $227,599,529 | 23 | March 31, 2025 |
| October 2026 | $394,657,069 | 28 | March 30, 2026 |

Regulatory assets under management: $100,259,570 in the October 2023 data and $394,657,069 in the October 2026 data, up 294%.
Total employees: 17 in October 2023 and 28 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $227,599,529 to $394,657,069 (+73%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abich Financial Wealth Management, LLC (CRD 310633): Form ADV filing data as of October 2026.