CRD: 310633
Abich Financial Wealth Management, LLC
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- Custodian
- BNY Mellon · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2022
- Office Locations
- 1
Office Locations
About Abich Financial Wealth Management, LLC
Abich Financial Wealth Management is a full-service fiduciary RIA helping families and pre-retirees build retirement plans that pair investment management with income planning. Portfolios lean heavily on ETFs alongside core fixed income. The firm has strong local visibility through its “Retirement Key” TV/radio segments and is the official financial advisor of Liberty Flames Athletics.
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Accredited Investors
Asset Classes
Client Personas
CRM
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ABRAHAM ABICH
Chief Executive Officer, FOUNDER, Investment Advisor
- CRD
- #5015292
- Ownership
- 75% or more
Angela Mari
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Joshua G Barbin
Investment Advisor Representative, Managing Member
- CRD
- #6539016
THOMAS Gregory BRYAN
Paraplanner
- CRD
- #7781450
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,657,069 | $291,475 |
| Non-Discretionary | $0 | -- |
| Total | $394,657,069 | $291,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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