Absher Wealth Management LLC

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Absher Wealth Management LLC
CRD #304642
SEC #801-117177
CIK #0001802534
AUM 1,260.9 M (2026-05-20)
Employees 9 (78% Investors, 0% Brokers)
Fees
Minimum
Phone919-283-2340
Address1450 Raleigh Road,
Chapel Hill, NC 27517
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1300104078052026002010201520212027
Sector Form 13F Holdings Value ($M)
M&T Bank Corp 45.5
Emerson Electric Co 42.8
Automatic Data Processing Inc 42.1
PepsiCo Inc 39.8
Visa Inc 38.3
Analog Devices Inc 37.2
Microsoft Corp 36.5
Johnson & Johnson 35.8
Lincoln Electric Holdings Inc 35.3
Abbott Laboratories 34.2
View All
Holdings by Sector ($M)
90072054036018002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 288 83.1
(b) Individuals (high net worth individuals) 377 1,131.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 10 12.9
(h) Charitable organizations 9 30.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 2.6
(n) Other 0 0.0
Total 2,468 1,260.9
By Discretionary
Discretionary 1,763 1,167.5
Non-Discretionary 705 93.4
Total 2,468 1,260.9
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 1,260.9
Total 2,468 1,260.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001802534]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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