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- Custodian
- Broadridge · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Wave wavePathway frontier +more
- Established Date
- 08-13-2019
- Office Locations
- 2
Office Locations
About Absher Wealth Management, LLC
Absher Wealth Management is a fee-only RIA providing tax-efficient, disciplined wealth management and long-term financial planning for individuals and families approaching or in retirement. Portfolios are built with directly owned stocks and bonds (avoiding layered-expense funds) and can reflect client preferences, including ESG screens or specific exclusions. The firm also emphasizes ongoing investor education and coordination with clients’ attorneys and accountants.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL FORESTER ABSHER JR
Chief Investment Officer, CIMA, CPWA, MANAGING DIRECTOR, President
- CRD
- #2756872
- Ownership
- 75% or more
JENNIFER LYNN ORAVSKY
CPWA, Senior Partner, Senior Wealth Planner
- CRD
- #2589211
- Ownership
- 5% but less than 10%
Eagle vector
Zenith summit
- CRD
- #69166
- Ownership
- 25.4%
Showing 2 of 3 owners & executives
Unlock allContacts
William Stuart Bost IV
CPA, Equity Research Analyst, PhD
- CRD
- #7491817
CHRISTINE MARIE FOSTER-PERRY
Director Client Experience
- CRD
- #4568902
Signal optima
Matrix focus bridge
- CRD
- #48666
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,167,460,559 | $662,201 |
| Non-Discretionary | $93,444,585 | $132,546 |
| Total | $1,260,905,144 | $510,902 |
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Separately Managed Accounts
Total SMA Asset: $1,260,905,144
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $654,496,913 | 15.1% |
| Equity - OTC | $962,240,494 | 22.2% |
| Cash | $957,906,078 | 22.1% |
| Corporate - Investment Grade | $957,906,078 | 22.1% |
| Public Funds | $801,867,078 | 18.5% |
| Total | $4,334,416,641 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY MOMENTUM | PIONEER VITAL | PN803B7KU | ETC | 10.26% | $99,892,045 |
| RIDGE CATALYST | ELEMENT RADIAL | 8TJZ4S345 | YDT | 5.75% | $28,358,467 |
| ZENITH PATHWAY SUMMIT | VECTOR FOUNDATION | RQTOW1C9P | EGM | 5.33% | $4,408,797 |
| ATLAS ELEMENT | SIGNAL BEACON | JN8RW0Y7J | MRTQ | 5.71% | $64,540,712 |
| HORIZON VITAL VERTEX | MATRIX VITAL | R8B1HWQLT | QLMEQ | 1.05% | $73,509,028 |
| MOMENTUM FOCUS | BRIDGE SIGNAL | E8T0GX52Q | PUJ | 8.62% | $104,119,935 |
| HARBOR EMBER INSIGHT | DELTA CAPITAL | E7C4PHE6I | IBL | 2.55% | $119,904,196 |
| ELEMENT VERTEX CATALYST | PIONEER PEAK | CYYES1Z9I | UDQ | 8.32% | $45,198,566 |