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Building 2ABSHER WEALTH MANAGEMENT, LLC

Map pinCHAPEL HILL, NC
Phone919-283-2340
NotebookSEC #801-117177
Total AUM
$1.3B
Employees
9
Clients
691

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 RALEIGH ROAD,
SUITE 105
CHAPEL HILL
NC 27517
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
919-283-2340
Other Offices
2

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,468
Discretionary
$1.2B
Accounts
1,763
Non-Discretionary
$93.4M
Accounts
705

ContactClients

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Individual Clients
288
AUM
$83.1M
HNW Individual Clients
377
AUM
$1.1B
Pension/Profit Sharing Plan Clients
10
AUM
$12.9M
Charitable Organization Clients
9
AUM
$30.7M
Corporation or Business Clients
7
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLGAILLAMAMDNCNHNJOHSCTXUTVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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