DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Abich Financial Wealth Management, LLC
Latest filing Mar 30, 2026
First filing on the tape Jul 14, 2023 · 11 filings
SEC status approved since Aug 15, 2023
RAUM
$395M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$391M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$56.4M
derived; firm RAUM over IAPD count
Employees
28
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$395M as of Mar 30, 2026
Mar 15, 2024$150M then
HNW client RAUM$200M as of Mar 30, 2026
Mar 15, 2024$58.3M then
State-registered IARs (5.B.3)5 as of Mar 30, 2026
Mar 15, 20244 then
Employees (5.A)28 as of Mar 30, 2026
Mar 15, 202420 then
Private funds: no history
RAUM +73% over the last fiscal yearIARs 5 to 5
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $56.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 74derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $291,475derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +73%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.2%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$200M51%
- Individuals$191M48%
- Pension and profit-sharing plans$3.4M0.9%
- Individual clients
- 400reported
- HNW clients
- 117reported
- Pension plan clients
- 6reported
- Charitable clients
- 0reported
- Accounts
- 1,354reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Abraham Abich | Ashburn, Va | Mar 22, 2022 | 17 y | 0 |
| Justin E Dobak | Ashburn, Va | Jun 3, 2024 | 13 y | 0 |
| Joshua G BarbinCertified Financial Planner | Ashburn, Va | Aug 14, 2024 | 11 y | 7 |
| Thomas Gregory Bryan | Ashburn, Va | Oct 31, 2024 | 11 y | 0 |
| Ryan Thomas OliverCertified Financial Planner | Ashburn, Va | Apr 15, 2025 | 13 y | 2 |
| Matthew Loyd Hutchison | Ashburn, Va | Oct 31, 2025 | 12 y | 0 |
| Connor Depew | Ashburn, Va | Jul 29, 2026 | 10 y | 0 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 14% of current headcount5 left over 36 months
Left, latest
- William Alexander Moir to Modera Wealth Management, LLCJan 30, 2026 · RIA to RIA
- Patrick John Volk to OnesevenAug 28, 2024 · RIA to RIA
- Ruben Gonzalo Devia Arbanil to Wealthcare Capital Partners, LLCAug 20, 2024 · RIA to a newly registered adviser
- Eian Lomash to Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 8, 2024 · RIA to wirehouse
- Birds Kyle Horton to Sentinel Asset Management, LLCFeb 23, 2024 · RIA to a state-registered adviser
Joined, latest
- William Alexander Moir from Cassaday & Company, Inc.Oct 21, 2025 · RIA to RIA
- Ryan Thomas Oliver from Cassaday & Company, Inc.Apr 15, 2025 · RIA to RIA
- Joshua G Barbin from Alternative Financial PlanningAug 14, 2024 · Other
- Birds Kyle Horton from Cuso Financial Services, L.P.Jul 26, 2023 · Affiliated broker-dealer or bank to independent RIA
- Ruben Gonzalo Devia Arbanil from Edelman Financial EnginesJul 19, 2023 · RIA to RIA
- Patrick John Volk from Impact Partnership Wealth, LLCJan 26, 2023 · RIA to RIA
- Eian Lomash from Pruco Securities, LLCJul 9, 2022 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Abraham Abich · Founder, Ceocontrolsince 09/2020 · owns 75% or more
- Angela Mari · Chief Compliance Officersince 03/2023 · owns less than 5%
Related persons
Schedule D 7.A
- Abich Financial Services, Inc.real estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ashburn, Va · principal | 7 | 2 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Ashburn, VA3 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- high employee count relative to advisorsStatic outlier · filing Mar 30, 2026employees per registered advisor of 4.0 against a peer median of 1.2 (1313 comparable advisers, 99.0th percentile, 9.4 robust deviations)peers: independent wealth managers, $100M to $500M (1,313) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $227,599,529 to $394,657,069 (+73.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +15.0% (4551 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 1,040 to 1,354Mar 31, 2025 to Mar 30, 2026
- HNW clients · 49 to 117Mar 31, 2025 to Mar 30, 2026
- Individual clients · 429 to 400Mar 31, 2025 to Mar 30, 2026
- Pension plan clients · 20 to 6Mar 31, 2025 to Mar 30, 2026
- Employees · 23 to 28Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $228M to $395MMar 31, 2025 to Mar 30, 2026
- HNW RAUM · $129M to $200MMar 31, 2025 to Mar 30, 2026
- Individual RAUM · $95.6M to $191MMar 31, 2025 to Mar 30, 2026
- Pension RAUM · $3.3M to $3.4MMar 31, 2025 to Mar 30, 2026
- RAUM · $228M to $395MMar 31, 2025 to Mar 30, 2026
- Accounts · 635 to 1,040Oct 4, 2024 to Mar 31, 2025
- Advisory employees · 4 to 5Oct 4, 2024 to Mar 31, 2025
- HNW clients · 45 to 49Oct 4, 2024 to Mar 31, 2025
- Individual clients · 300 to 429Oct 4, 2024 to Mar 31, 2025
- Pension plan clients · 0 to 20Oct 4, 2024 to Mar 31, 2025
- Employees · 20 to 23Oct 4, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 251-500Oct 4, 2024 to Mar 31, 2025
- State-registered IARs · 4 to 5Oct 4, 2024 to Mar 31, 2025
- Discretionary RAUM · $150M to $228MOct 4, 2024 to Mar 31, 2025
- HNW RAUM · $58.3M to $129MOct 4, 2024 to Mar 31, 2025
- Individual RAUM · $91.9M to $95.6MOct 4, 2024 to Mar 31, 2025
- Pension RAUM · $0 to $3.3MOct 4, 2024 to Mar 31, 2025
- RAUM · $150M to $228MOct 4, 2024 to Mar 31, 2025
- Other offices · 0 to 1Mar 15, 2024 to Sep 3, 2024
- Accounts · 732 to 635Sep 28, 2023 to Mar 15, 2024
- Advisory employees · 5 to 4Sep 28, 2023 to Mar 15, 2024
- Advisory activities · 3 to 4Sep 28, 2023 to Mar 15, 2024
- HNW clients · 18 to 45Sep 28, 2023 to Mar 15, 2024
- Individual clients · 329 to 300Sep 28, 2023 to Mar 15, 2024
- Employees · 17 to 20Sep 28, 2023 to Mar 15, 2024
- Financial planning clients · More than 500 to 0Sep 28, 2023 to Mar 15, 2024
- State-registered IARs · 5 to 4Sep 28, 2023 to Mar 15, 2024
- Discretionary RAUM · $100M to $150MSep 28, 2023 to Mar 15, 2024
- HNW RAUM · $22.7M to $58.3MSep 28, 2023 to Mar 15, 2024
- Individual RAUM · $77.6M to $91.9MSep 28, 2023 to Mar 15, 2024
- RAUM · $100M to $150MSep 28, 2023 to Mar 15, 2024
- Advisory employees · 3 to 5Sep 26, 2023 to Sep 28, 2023
- Employees · 7 to 17Sep 26, 2023 to Sep 28, 2023
- State-registered IARs · 3 to 5Sep 26, 2023 to Sep 28, 2023
Signals
7 dated events
- Abich Financial Wealth Management, Llc reported RAUM $394.7M, up 73% from $227.6M (2025-03-31 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- William Alexander Moir left Abich Financial Wealth Management, Llc for Modera Wealth Management, Llc (registered 2026-03-31)Jan 30, 2026 · Advisor changed firm · fact
- Patrick John Volk left Abich Financial Wealth Management, Llc for Oneseven (registered 2024-11-18)Aug 28, 2024 · Advisor changed firm · fact
- Ruben Gonzalo Devia Arbanil left Abich Financial Wealth Management, Llc for Wealthcare Capital Partners, Llc (registered 2024-07-23)Aug 20, 2024 · Advisor changed firm · fact
- Eian Lomash left Abich Financial Wealth Management, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-04-04)Apr 8, 2024 · Advisor changed firm · fact
- Birds Kyle Horton left Abich Financial Wealth Management, Llc for Sentinel Asset Management, Llc (registered 2024-06-18)Feb 23, 2024 · Advisor changed firm · fact
- Abich Financial Wealth Management, Llc filed its initial SEC registration (Form ADV)Jul 14, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@abichfinancial.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 571-348-2752reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 571-577-9968reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 866-716-6582reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/abich-financial-servicesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- abichfinancial.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (571) 577-9968reportedpublic record, Form ADV, Mar 30, 2026
- Contact form
- abichfinancial.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $56.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026