Absher Wealth Management, LLC
Firm details
- Headquarters
- Chapel Hill, North Carolina
- CRD number
- 304642
- Registered since
- August 13, 2019
- Website
- absherwealth.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.74%
- Individuals6.59%
- Charitable Organizations2.44%
- Pension & Profit Sharing Plans1.02%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Absher Wealth Management, LLC is an independent, SEC-registered RIA formed in 2019 and organized as an LLC under individual ownership. The firm serves both individual/family and institutional clients and provides advisory services focused on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Absher does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm was recognized by Forbes in 2024 on a Top RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Non-Exchange Traded Equities19%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2
Michael Absher
Founder and Chief Investment OfficerCRD 2756872
Kevin Mishoe
Chief Compliance OfficerCRD 5437254
Contacts
3 of 5
Robert Roland
Wealth PlannerCRD 4212103
Christine Foster-perry
Wealth PlannerCRD 4568902
Zakariya Wahdan
Investment Advisor RepresentativeCRD 6812480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$345K in ETFs
100%
$345K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $333K | 900 | 96.55% |
Location
Chapel Hill, NC
Orange
Location
Chapel Hill, NC
Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Orange
- Address
- 1450 Raleigh Rd
- Time zone
- ET (UTC-5)
- Office locations
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